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
$4.37B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$48M
3
+$38.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$36.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$29.9M

Top Sells

1
+$57.7M
2
+$19.8M
3
+$18.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$9.92M

Sector Composition

1 Financials 4.92%
2 Technology 4.07%
3 Healthcare 3.79%
4 Energy 3.17%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$823K 0.02%
4,066
-38
352
$821K 0.02%
12,518
+2,214
353
$819K 0.02%
18,365
-783
354
$819K 0.02%
24,681
+139
355
$811K 0.02%
7,041
-2,310
356
$800K 0.02%
14,784
-2
357
$799K 0.02%
39,040
+1,322
358
$798K 0.02%
3,259
-567
359
$794K 0.02%
15,739
+152
360
$779K 0.02%
30,064
+5,882
361
$778K 0.02%
14,459
+10,381
362
$776K 0.02%
5,808
-4,410
363
$775K 0.02%
15,715
-780
364
$772K 0.02%
13,825
-7,545
365
$770K 0.02%
6,690
+358
366
$767K 0.02%
2,255
-10
367
$766K 0.02%
62,550
368
$764K 0.02%
34,671
-42,688
369
$758K 0.02%
+41,053
370
$758K 0.02%
7,523
-623
371
$752K 0.02%
21,293
-179
372
$751K 0.02%
4,636
+722
373
$749K 0.02%
11,152
-2
374
$748K 0.02%
10,207
+29
375
$744K 0.02%
8,200
-431
13 14
15
16 17