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
$4.09B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$8.9M
3
+$7.43M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Top Sells

1
+$15.8M
2
+$15.2M
3
+$5.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Energy 5.21%
2 Financials 4.99%
3 Healthcare 3.92%
4 Consumer Staples 3.49%
5 Technology 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$662K 0.02%
7,301
+797
402
$660K 0.02%
19,245
403
$660K 0.02%
9,573
+1,091
404
$658K 0.02%
24,771
-1,019
405
$653K 0.02%
14,454
406
$651K 0.02%
30,082
-5,413
407
$650K 0.02%
22,736
+4,876
408
$646K 0.02%
7,621
+1,248
409
$639K 0.02%
8,631
+146
410
$634K 0.02%
6,728
-50
411
$632K 0.02%
9,534
+556
412
$632K 0.02%
1,000
413
$629K 0.02%
5,143
+796
414
$622K 0.02%
11,826
+1,259
415
$621K 0.02%
47,049
-55,809
416
$620K 0.02%
80,262
-7,991
417
$619K 0.02%
8,402
-329
418
$616K 0.02%
9,431
-2,325
419
$616K 0.02%
12,692
+124
420
$614K 0.02%
+6,272
421
$613K 0.02%
16,103
-1,829
422
$612K 0.01%
9,559
-2,533
423
$605K 0.01%
11,510
424
$605K 0.01%
45,224
425
$602K 0.01%
22,494
+972
15 16
17
18 19