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
$4.09B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$8.9M
3
+$7.43M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Top Sells

1
+$15.8M
2
+$15.2M
3
+$5.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Energy 5.21%
2 Financials 4.99%
3 Healthcare 3.92%
4 Consumer Staples 3.49%
5 Technology 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$811K 0.02%
33,508
+66
352
$804K 0.02%
26,709
+498
353
$801K 0.02%
9,406
354
$800K 0.02%
12,827
+621
355
$799K 0.02%
13,704
-500
356
$798K 0.02%
3,554
+75
357
$793K 0.02%
3,886
+72
358
$779K 0.02%
14,851
+312
359
$776K 0.02%
10,485
+1,961
360
$774K 0.02%
7,479
+34
361
$769K 0.02%
10,683
+1,606
362
$765K 0.02%
15,234
+515
363
$756K 0.02%
50,963
+1,142
364
$750K 0.02%
14,923
+1,666
365
$741K 0.02%
9,335
+5,820
366
$734K 0.02%
10,422
-12,258
367
$733K 0.02%
10,755
-25
368
$731K 0.02%
9,472
+51
369
$731K 0.02%
17,738
-12,593
370
$730K 0.02%
9,652
+1,980
371
$725K 0.02%
12,333
-4,289
372
$720K 0.02%
+19,026
373
$714K 0.02%
41,266
+8,547
374
$712K 0.02%
+14,312
375
$710K 0.02%
62,550
13 14
15
16 17