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
376
$732K 0.02%
21,626
-2,205
377
$731K 0.02%
5,680
-426
378
$731K 0.02%
20,794
-112
379
$721K 0.02%
9,088
-1,839
380
$714K 0.02%
19,325
381
$713K 0.02%
20,298
-7,789
382
$712K 0.02%
22,130
383
$711K 0.02%
4,736
-313
384
$708K 0.02%
14,129
-1,600
385
$702K 0.02%
20,565
-5,130
386
$702K 0.02%
21,848
+19,028
387
$694K 0.02%
1,885
+38
388
$694K 0.02%
62,550
389
$694K 0.02%
10,907
-16,957
390
$688K 0.01%
34,382
-59,094
391
$685K 0.01%
18,719
+2,875
392
$681K 0.01%
9,919
-1,414
393
$678K 0.01%
3,877
-443
394
$676K 0.01%
10,683
+291
395
$675K 0.01%
8,272
-341
396
$673K 0.01%
30,142
-2,411
397
$671K 0.01%
31,900
-300
398
$670K 0.01%
6,260
-454
399
$667K 0.01%
7,202
-181
400
$665K 0.01%
4,336
-2,717
14 15
16
17 18