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
$4.09B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$8.9M
3
+$7.43M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Top Sells

1
+$15.8M
2
+$15.2M
3
+$5.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Energy 5.21%
2 Financials 4.99%
3 Healthcare 3.92%
4 Consumer Staples 3.49%
5 Technology 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$602K 0.01%
19,272
-5,823
427
$600K 0.01%
14,745
+1,827
428
$597K 0.01%
8,153
-1,727
429
$596K 0.01%
14,651
+1,861
430
$593K 0.01%
18,392
+1,285
431
$591K 0.01%
30,726
+301
432
$590K 0.01%
+8,089
433
$588K 0.01%
7,015
+609
434
$585K 0.01%
7,432
+85
435
$585K 0.01%
21,343
+628
436
$583K 0.01%
18,709
+3,916
437
$583K 0.01%
4,764
+151
438
$572K 0.01%
12,415
439
$568K 0.01%
14,343
-127
440
$568K 0.01%
6,178
+306
441
$567K 0.01%
6,828
-538
442
$561K 0.01%
9,419
+30
443
$560K 0.01%
177,308
444
$557K 0.01%
40,570
445
$555K 0.01%
7,673
-158
446
$555K 0.01%
23,966
447
$555K 0.01%
13,212
448
$553K 0.01%
12,971
+659
449
$553K 0.01%
28,099
+3,297
450
$551K 0.01%
7,044
+344
16 17
18
19 20