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
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$69.6M
3
+$26.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$15.1M

Top Sells

1
+$66.2M
2
+$36.8M
3
+$29.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$26.5M
5
AAPL icon
Apple
AAPL
+$6.53M

Sector Composition

1 Financials 5.14%
2 Technology 3.89%
3 Energy 3.62%
4 Healthcare 3.61%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$656K 0.01%
13,976
+1,447
427
$655K 0.01%
4,438
-23
428
$655K 0.01%
5,038
-1,194
429
$655K 0.01%
11,643
-194
430
$652K 0.01%
16,452
-1,658
431
$651K 0.01%
31,160
+695
432
$649K 0.01%
19,187
+2,665
433
$646K 0.01%
11,681
+275
434
$644K 0.01%
9,029
+1,006
435
$643K 0.01%
6,525
+1
436
$639K 0.01%
19,728
+868
437
$637K 0.01%
12,234
+3,609
438
$637K 0.01%
9,877
-255
439
$636K 0.01%
39,690
-12,675
440
$634K 0.01%
46,384
+23,296
441
$633K 0.01%
890
-178
442
$632K 0.01%
9,438
-6,796
443
$632K 0.01%
10,331
+820
444
$630K 0.01%
6,994
-2,328
445
$627K 0.01%
13,035
+9
446
$625K 0.01%
10,549
-4,370
447
$622K 0.01%
6,308
-1,900
448
$622K 0.01%
15,536
-1,955
449
$621K 0.01%
32,649
-968
450
$618K 0.01%
35,753
+523
16 17
18
19 20