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
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.09M
3
+$6.24M
4
HD icon
Home Depot
HD
+$4.93M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.55M

Top Sells

1
+$28.4M
2
+$22.2M
3
+$21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M

Sector Composition

1 Technology 5.91%
2 Financials 4.21%
3 Healthcare 3.71%
4 Consumer Staples 2.83%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$665K 0.01%
34,940
+1,693
402
$665K 0.01%
30,759
-243
403
$653K 0.01%
3,561
+53
404
$651K 0.01%
7,838
-5,540
405
$646K 0.01%
21,200
406
$643K 0.01%
24,410
+10,810
407
$640K 0.01%
10,947
-852
408
$639K 0.01%
5,314
-278
409
$638K 0.01%
23,624
-3,397
410
$638K 0.01%
3,385
-500
411
$638K 0.01%
4,612
-1,018
412
$634K 0.01%
3,116
-276
413
$633K 0.01%
10,262
-1,884
414
$632K 0.01%
10,428
-525
415
$631K 0.01%
6,535
+269
416
$630K 0.01%
2,505
+211
417
$629K 0.01%
1,423
-694
418
$625K 0.01%
26,790
-10,533
419
$621K 0.01%
3,237
-659
420
$619K 0.01%
6,915
-871
421
$619K 0.01%
10,167
-6,537
422
$617K 0.01%
+29,537
423
$613K 0.01%
5,376
-392
424
$611K 0.01%
6,383
+916
425
$608K 0.01%
12,640
-571
15 16
17
18 19