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
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.09M
3
+$6.24M
4
HD icon
Home Depot
HD
+$4.93M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.55M

Top Sells

1
+$28.4M
2
+$22.2M
3
+$21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M

Sector Composition

1 Technology 5.91%
2 Financials 4.21%
3 Healthcare 3.71%
4 Consumer Staples 2.83%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$823K 0.02%
9,247
-429
352
$821K 0.02%
31,712
-4,251
353
$821K 0.02%
5,353
-477
354
$820K 0.02%
6,211
-631
355
$819K 0.02%
20,103
-7,975
356
$817K 0.02%
10,001
357
$809K 0.02%
4,901
+468
358
$805K 0.02%
5,773
+2,248
359
$804K 0.02%
5,736
-158
360
$802K 0.02%
8,450
+50
361
$801K 0.02%
38,476
+964
362
$797K 0.02%
9,130
+713
363
$787K 0.02%
129,448
-1,857
364
$784K 0.02%
12,934
365
$779K 0.02%
10,624
-2,352
366
$765K 0.02%
5,903
-1,055
367
$765K 0.02%
6,673
-1,026
368
$761K 0.02%
3,571
+130
369
$760K 0.02%
21,083
-2,429
370
$758K 0.02%
7,904
-635
371
$754K 0.02%
7,567
-273
372
$750K 0.02%
6,834
-2,345
373
$746K 0.02%
19,390
-10,086
374
$739K 0.02%
8,174
+5,183
375
$734K 0.02%
10,330
-6,170
13 14
15
16 17