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
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$8.04M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.25M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.1M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$8.1M
4
BUD icon
AB InBev
BUD
+$6.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.89M

Sector Composition

1 Financials 5.29%
2 Technology 4.12%
3 Healthcare 3.68%
4 Energy 3.36%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$824K 0.02%
22,815
+5,320
377
$823K 0.02%
4,107
-394
378
$819K 0.02%
9,575
+103
379
$818K 0.02%
8,035
+929
380
$817K 0.02%
8,731
-726
381
$809K 0.02%
15,073
-11,415
382
$803K 0.02%
11,053
-477
383
$787K 0.02%
3,853
+1,596
384
$784K 0.02%
7,440
+565
385
$781K 0.02%
667
-47
386
$779K 0.02%
12,247
+332
387
$777K 0.02%
4,060
+358
388
$773K 0.02%
36,882
-205
389
$769K 0.02%
11,070
-1,389
390
$761K 0.02%
7,689
+324
391
$761K 0.02%
7,314
+355
392
$760K 0.02%
43,275
+979
393
$758K 0.02%
2,469
-147
394
$756K 0.02%
12,828
-40
395
$752K 0.02%
22,434
-27
396
$746K 0.02%
17,978
+2,442
397
$746K 0.02%
13,500
-1,419
398
$742K 0.02%
10,633
-122
399
$732K 0.02%
11,559
+1,397
400
$732K 0.02%
12,783
-1,291
14 15
16
17 18