V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.12B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$502M
2
+$409M
3
+$127M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$105M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$91.5M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.89%
2 Consumer Staples 8.26%
3 Financials 5.75%
4 Healthcare 4.37%
5 Technology 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.18M 0.03%
+64,320
352
$1.18M 0.03%
+18,794
353
$1.18M 0.03%
+157,245
354
$1.18M 0.03%
+43,247
355
$1.17M 0.03%
+17,876
356
$1.16M 0.03%
+137,927
357
$1.16M 0.03%
+24,041
358
$1.16M 0.03%
+34,110
359
$1.15M 0.03%
+14,213
360
$1.15M 0.03%
+12,048
361
$1.15M 0.03%
+52,133
362
$1.15M 0.03%
+10,019
363
$1.14M 0.03%
+80,359
364
$1.14M 0.03%
+111,600
365
$1.14M 0.03%
+35,628
366
$1.14M 0.03%
+15,612
367
$1.14M 0.03%
+10,894
368
$1.13M 0.03%
+21,026
369
$1.11M 0.03%
+7,610
370
$1.11M 0.03%
+27,033
371
$1.1M 0.03%
+248,110
372
$1.09M 0.03%
+44,820
373
$1.09M 0.03%
+42,149
374
$1.09M 0.03%
+16,305
375
$1.09M 0.03%
+18,095
13 14
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