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
$4.63B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$69.6M
3
+$26.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$15.1M

Top Sells

1
+$66.2M
2
+$36.8M
3
+$29.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$26.5M
5
AAPL icon
Apple
AAPL
+$6.53M

Sector Composition

1 Financials 5.14%
2 Technology 3.89%
3 Energy 3.62%
4 Healthcare 3.61%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$911K 0.02%
6,124
-874
352
$911K 0.02%
13,515
-746
353
$909K 0.02%
10,531
-24,143
354
$908K 0.02%
24,171
+5,520
355
$908K 0.02%
11,616
-700
356
$905K 0.02%
14,296
-610
357
$902K 0.02%
45,465
-854
358
$900K 0.02%
8,584
-526
359
$900K 0.02%
23,021
-2,340
360
$898K 0.02%
14,664
+1,872
361
$895K 0.02%
9,644
362
$892K 0.02%
17,818
-414
363
$892K 0.02%
25,308
-1,891
364
$888K 0.02%
8,447
-1,216
365
$884K 0.02%
5,243
-841
366
$880K 0.02%
9,457
+4,535
367
$867K 0.02%
22,461
+8,610
368
$866K 0.02%
11,515
+2,490
369
$852K 0.02%
5,218
+3,205
370
$849K 0.02%
2,257
-440
371
$848K 0.02%
9,773
-1,071
372
$845K 0.02%
9,472
-19
373
$844K 0.02%
8,446
+500
374
$840K 0.02%
11,530
-1,880
375
$836K 0.02%
6,684
+21
13 14
15
16 17