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
376
$739K 0.02%
5,280
+62
377
$736K 0.02%
6,869
-75
378
$728K 0.02%
13,641
-147
379
$726K 0.02%
26,400
+1,682
380
$719K 0.02%
858
-55
381
$716K 0.02%
12,531
+8,522
382
$712K 0.02%
6,795
-183
383
$709K 0.02%
19,857
-2,578
384
$708K 0.02%
8,467
+332
385
$697K 0.02%
10,313
+7,656
386
$696K 0.02%
13,377
-1,188
387
$695K 0.02%
10,039
-177
388
$693K 0.02%
+93,620
389
$692K 0.02%
9,006
-180
390
$690K 0.02%
+57,850
391
$689K 0.02%
27,990
-9,944
392
$687K 0.02%
9,969
+1,080
393
$687K 0.02%
23,627
+2,415
394
$680K 0.02%
+24,341
395
$674K 0.02%
30,360
+225
396
$673K 0.02%
9,796
-151
397
$671K 0.02%
6,153
-292
398
$670K 0.02%
8,863
+3,510
399
$669K 0.02%
80,952
+52,500
400
$669K 0.02%
+12,400
14 15
16
17 18