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
376
$836K 0.02%
7,365
-343
377
$821K 0.02%
4,843
-1,272
378
$818K 0.02%
23,533
-810
379
$813K 0.02%
28,923
-4,638
380
$813K 0.02%
714
+272
381
$808K 0.02%
38,461
-18,086
382
$802K 0.02%
42,296
-356
383
$801K 0.02%
12,125
-9,710
384
$792K 0.02%
37,087
-3,750
385
$788K 0.02%
14,175
+3,400
386
$783K 0.02%
6,875
-811
387
$783K 0.02%
19,048
-4,906
388
$776K 0.02%
+75,000
389
$767K 0.02%
13,972
-1,313
390
$765K 0.02%
3,601
-1,069
391
$764K 0.02%
7,276
-161
392
$763K 0.02%
15,691
+625
393
$756K 0.02%
43,720
394
$749K 0.02%
10,755
-9,120
395
$744K 0.01%
4,212
-662
396
$735K 0.01%
24,098
-751
397
$730K 0.01%
11,915
+794
398
$728K 0.01%
12,868
399
$721K 0.01%
4,174
-756
400
$719K 0.01%
8,754
+164
14 15
16
17 18