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
$4.12B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$502M
2
+$409M
3
+$127M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$105M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$91.5M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.89%
2 Consumer Staples 8.26%
3 Financials 5.75%
4 Healthcare 4.37%
5 Technology 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$966K 0.02%
+29,145
402
$964K 0.02%
+16,694
403
$961K 0.02%
+4,275
404
$958K 0.02%
+21,937
405
$952K 0.02%
+8,323
406
$948K 0.02%
+48,765
407
$948K 0.02%
+23,250
408
$945K 0.02%
+17,769
409
$940K 0.02%
+22,918
410
$932K 0.02%
+57,503
411
$931K 0.02%
+27,556
412
$929K 0.02%
+12,774
413
$926K 0.02%
+11,400
414
$922K 0.02%
+42,644
415
$920K 0.02%
+42,916
416
$919K 0.02%
+25,855
417
$919K 0.02%
+30,692
418
$915K 0.02%
+8,165
419
$904K 0.02%
+44,485
420
$903K 0.02%
+20,355
421
$897K 0.02%
+9,730
422
$896K 0.02%
+23,477
423
$893K 0.02%
+10,000
424
$892K 0.02%
+36,868
425
$881K 0.02%
+13,807
15 16
17
18 19