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 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$706K 0.02%
9,414
+377
377
$702K 0.02%
7,882
+1,724
378
$700K 0.02%
23,543
-7,731
379
$700K 0.02%
6,439
+87
380
$699K 0.02%
17,703
+760
381
$697K 0.02%
6,284
+342
382
$697K 0.02%
7,510
-5,747
383
$696K 0.02%
12,593
-1,151
384
$696K 0.02%
11,699
+443
385
$694K 0.02%
6,242
+287
386
$694K 0.02%
55,963
-500
387
$693K 0.02%
11,818
+1,090
388
$690K 0.02%
6,887
-1,299
389
$685K 0.02%
13,618
+202
390
$683K 0.02%
8,684
+1,507
391
$680K 0.02%
19,972
+990
392
$678K 0.02%
4,961
+207
393
$677K 0.02%
5,284
-2
394
$676K 0.02%
18,169
-4,340
395
$674K 0.02%
28,065
+2,217
396
$672K 0.02%
17,841
-800
397
$671K 0.02%
8,715
398
$667K 0.02%
8,052
+417
399
$666K 0.02%
36,447
+2,947
400
$665K 0.02%
4,748
+41
14 15
16
17 18