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
$4.82B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$9.76M
3
+$8.88M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.76M
5
VDE icon
Vanguard Energy ETF
VDE
+$7.95M

Top Sells

1
+$20.2M
2
+$14.3M
3
+$10.7M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$7.58M
5
SLB icon
SLB Ltd
SLB
+$6.67M

Sector Composition

1 Energy 7.84%
2 Consumer Staples 7.47%
3 Financials 6.31%
4 Healthcare 4.74%
5 Technology 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$908K 0.02%
24,071
+13,715
427
$907K 0.02%
16,960
+367
428
$903K 0.02%
15,708
-376
429
$900K 0.02%
4,356
-329
430
$900K 0.02%
15,969
-759
431
$899K 0.02%
11,130
+2,621
432
$898K 0.02%
12,892
+1,326
433
$898K 0.02%
4,574
+23
434
$889K 0.02%
+31,954
435
$887K 0.02%
37,965
-15,646
436
$887K 0.02%
8,470
+3,698
437
$886K 0.02%
9,250
-8,678
438
$886K 0.02%
7,691
-6
439
$880K 0.02%
9,929
+113
440
$875K 0.02%
19,189
+5,549
441
$869K 0.02%
5,840
-442
442
$867K 0.02%
7,296
-288
443
$863K 0.02%
17,440
+4,187
444
$861K 0.02%
7,477
-1,646
445
$855K 0.02%
6,878
446
$852K 0.02%
16,801
-124
447
$852K 0.02%
21,748
+3,748
448
$852K 0.02%
6,764
449
$848K 0.02%
10,776
+124
450
$842K 0.02%
12,172
+84
16 17
18
19 20