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
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$69.6M
3
+$26.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$15.1M

Top Sells

1
+$66.2M
2
+$36.8M
3
+$29.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$26.5M
5
AAPL icon
Apple
AAPL
+$6.53M

Sector Composition

1 Financials 5.14%
2 Technology 3.89%
3 Energy 3.62%
4 Healthcare 3.61%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$718K 0.01%
2,616
+10
402
$717K 0.01%
4,224
-175
403
$706K 0.01%
8,715
404
$703K 0.01%
34,844
-391
405
$700K 0.01%
16,585
-1,792
406
$691K 0.01%
33,270
+1,260
407
$689K 0.01%
8,245
-340
408
$688K 0.01%
10,273
-573
409
$685K 0.01%
+29,080
410
$682K 0.01%
48,539
+11,300
411
$682K 0.01%
21,100
+13,000
412
$680K 0.01%
17,495
+7,550
413
$679K 0.01%
44,702
+25,000
414
$678K 0.01%
13,490
+2,168
415
$674K 0.01%
38,520
+92
416
$671K 0.01%
7,106
+351
417
$668K 0.01%
6,959
+3,789
418
$666K 0.01%
+12,344
419
$666K 0.01%
3,391
+49
420
$664K 0.01%
16,044
+3,795
421
$664K 0.01%
9,850
+1,114
422
$663K 0.01%
26,725
-29,920
423
$662K 0.01%
9,970
-1,650
424
$661K 0.01%
2,890
-710
425
$657K 0.01%
10,162
-448
15 16
17
18 19