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
$4.37B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$48M
3
+$38.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$36.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$29.9M

Top Sells

1
+$57.7M
2
+$19.8M
3
+$18.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.92M

Sector Composition

1 Financials 4.92%
2 Technology 4.07%
3 Healthcare 3.79%
4 Energy 3.17%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$591K 0.01%
6,356
-111
427
$588K 0.01%
17,522
-736
428
$587K 0.01%
+12,137
429
$587K 0.01%
12,757
+30
430
$581K 0.01%
14,108
+355
431
$580K 0.01%
5,249
+216
432
$577K 0.01%
7,551
+718
433
$570K 0.01%
38,402
434
$569K 0.01%
47,636
+8,556
435
$567K 0.01%
6,043
+43
436
$566K 0.01%
5,299
+445
437
$562K 0.01%
7,127
-725
438
$559K 0.01%
5,844
-710
439
$556K 0.01%
9,944
+1,363
440
$556K 0.01%
10,933
+565
441
$551K 0.01%
12,683
+1,715
442
$549K 0.01%
40,999
+2,674
443
$546K 0.01%
3,598
+545
444
$544K 0.01%
7,119
+66
445
$542K 0.01%
+28,010
446
$540K 0.01%
13,037
+2,772
447
$537K 0.01%
4,816
-2,244
448
$536K 0.01%
3,561
+95
449
$535K 0.01%
15,675
-6,116
450
$535K 0.01%
6,902
-669
16 17
18
19 20