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
$4.42B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.2M
3
+$6.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.87M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$4.64M

Top Sells

1
+$11.8M
2
+$9.9M
3
+$8.06M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$5.34M
5
OKS
Oneok Partners LP
OKS
+$4.71M

Sector Composition

1 Financials 5.3%
2 Healthcare 4.21%
3 Energy 4.2%
4 Technology 3.96%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$674K 0.01%
14,656
+1,551
427
$674K 0.01%
8,120
+93
428
$668K 0.01%
13,026
-75
429
$667K 0.01%
14,095
-864
430
$666K 0.01%
2,606
-10
431
$665K 0.01%
8,590
-97
432
$664K 0.01%
4,399
-300
433
$664K 0.01%
8,585
+1,620
434
$663K 0.01%
35,235
-693
435
$661K 0.01%
11,121
+3,099
436
$661K 0.01%
6,714
+127
437
$661K 0.01%
11,406
-409
438
$657K 0.01%
8,843
+118
439
$655K 0.01%
13,581
-261
440
$655K 0.01%
8,910
-741
441
$655K 0.01%
2,691
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442
$646K 0.01%
7,075
443
$645K 0.01%
33,617
-1,399
444
$642K 0.01%
+17,533
445
$641K 0.01%
7,386
-2,014
446
$641K 0.01%
4,452
-45
447
$636K 0.01%
1,068
+40
448
$635K 0.01%
10,610
+3,732
449
$630K 0.01%
38,428
-92
450
$629K 0.01%
+18,246
16 17
18
19 20