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
$4.37B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$48M
3
+$38.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$36.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$29.9M

Top Sells

1
+$57.7M
2
+$19.8M
3
+$18.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$9.92M

Sector Composition

1 Financials 4.92%
2 Technology 4.07%
3 Healthcare 3.79%
4 Energy 3.17%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$665K 0.02%
+8,023
402
$663K 0.02%
10,335
+936
403
$661K 0.02%
19,590
+9,280
404
$650K 0.01%
6,124
405
$647K 0.01%
7,225
-71
406
$640K 0.01%
19,448
+6,226
407
$631K 0.01%
14,665
+421
408
$630K 0.01%
13,544
+636
409
$624K 0.01%
5,011
-488
410
$623K 0.01%
49,731
+4,067
411
$619K 0.01%
6,161
+231
412
$618K 0.01%
14,716
+476
413
$617K 0.01%
9,942
-180
414
$616K 0.01%
2,312
-49
415
$612K 0.01%
19,297
-480
416
$608K 0.01%
4,626
-474
417
$606K 0.01%
17,973
+6,103
418
$601K 0.01%
40,942
-10,153
419
$601K 0.01%
15,721
-752
420
$601K 0.01%
3,735
-125
421
$601K 0.01%
7,175
+240
422
$600K 0.01%
16,254
+268
423
$598K 0.01%
12,138
-314
424
$597K 0.01%
+42,136
425
$593K 0.01%
7,025
15 16
17
18 19