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
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.09M
3
+$6.24M
4
HD icon
Home Depot
HD
+$4.93M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.55M

Top Sells

1
+$28.4M
2
+$22.2M
3
+$21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M

Sector Composition

1 Technology 5.91%
2 Financials 4.21%
3 Healthcare 3.71%
4 Consumer Staples 2.83%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$607K 0.01%
3,505
-410
427
$606K 0.01%
7,283
-822
428
$605K 0.01%
9,120
-4,058
429
$600K 0.01%
10,991
+246
430
$599K 0.01%
3,289
-1,100
431
$599K 0.01%
9,580
-10,398
432
$596K 0.01%
4,392
-3,753
433
$595K 0.01%
1,423
-49
434
$587K 0.01%
10,952
+2,705
435
$584K 0.01%
17,570
-3,245
436
$581K 0.01%
3,027
-260
437
$579K 0.01%
3,876
-241
438
$573K 0.01%
7,416
+781
439
$572K 0.01%
21,575
+857
440
$572K 0.01%
6,969
-92
441
$561K 0.01%
12,665
442
$560K 0.01%
568
+17
443
$553K 0.01%
15,154
-3,885
444
$549K 0.01%
9,014
-2,148
445
$548K 0.01%
5,624
-467
446
$541K 0.01%
10,268
-4,670
447
$539K 0.01%
4,013
-18
448
$539K 0.01%
9,039
+3,479
449
$539K 0.01%
+5,617
450
$538K 0.01%
1,724
-67
16 17
18
19 20