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
$4.91B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$2.63M
3
+$2.41M
4
WMB icon
Williams Companies
WMB
+$1.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.28M

Top Sells

1
+$2.86M
2
+$1.81M
3
+$1.75M
4
EPD icon
Enterprise Products Partners
EPD
+$1.59M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Financials 5.02%
2 Technology 4.42%
3 Healthcare 3.8%
4 Energy 3.44%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$746K 0.02%
5,365
-124
402
$742K 0.01%
7,296
-668
403
$739K 0.01%
10,122
+1,504
404
$734K 0.01%
35,159
+531
405
$731K 0.01%
12,860
+88
406
$727K 0.01%
15,246
-144
407
$722K 0.01%
5,930
+1,178
408
$720K 0.01%
24,718
+126
409
$717K 0.01%
22,412
-2,262
410
$711K 0.01%
9,399
+67
411
$710K 0.01%
38,402
412
$709K 0.01%
9,186
+201
413
$708K 0.01%
913
-30
414
$708K 0.01%
6,944
-876
415
$706K 0.01%
17,903
-744
416
$706K 0.01%
15,986
+171
417
$704K 0.01%
14,240
+124
418
$703K 0.01%
38,325
+400
419
$701K 0.01%
7,571
-27
420
$701K 0.01%
13,753
-4,073
421
$699K 0.01%
2,361
+43
422
$694K 0.01%
21,212
+3,439
423
$692K 0.01%
6,833
-5,900
424
$692K 0.01%
10,178
+493
425
$686K 0.01%
24,182
-4,615
15 16
17
18 19