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
$4.82B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$9.76M
3
+$8.88M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.76M
5
VDE icon
Vanguard Energy ETF
VDE
+$7.95M

Top Sells

1
+$20.2M
2
+$14.3M
3
+$10.7M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$7.58M
5
SLB icon
SLB Ltd
SLB
+$6.67M

Sector Composition

1 Energy 7.84%
2 Consumer Staples 7.47%
3 Financials 6.31%
4 Healthcare 4.74%
5 Technology 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.27M 0.03%
63,143
+11,185
352
$1.26M 0.03%
59,758
-1,038
353
$1.26M 0.03%
9,792
-1,196
354
$1.26M 0.03%
37,852
-887
355
$1.26M 0.03%
16,207
+928
356
$1.24M 0.03%
26,858
+3,591
357
$1.24M 0.03%
18,608
+332
358
$1.23M 0.03%
38,304
+2,772
359
$1.23M 0.03%
20,421
+12,694
360
$1.22M 0.03%
20,374
+476
361
$1.22M 0.03%
22,039
-240
362
$1.22M 0.03%
43,322
363
$1.21M 0.03%
21,880
+6,007
364
$1.21M 0.03%
34,570
-311
365
$1.2M 0.02%
47,937
-2,062
366
$1.19M 0.02%
88,748
-2,844
367
$1.19M 0.02%
16,076
+2,096
368
$1.18M 0.02%
31,960
+9,950
369
$1.18M 0.02%
85,696
+4,112
370
$1.17M 0.02%
30,809
-185
371
$1.16M 0.02%
16,414
+474
372
$1.15M 0.02%
11,756
+542
373
$1.14M 0.02%
22,574
-3,214
374
$1.14M 0.02%
49,484
-320
375
$1.13M 0.02%
53,520
-5,838
13 14
15
16 17