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
$4.82B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$9.76M
3
+$8.88M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.76M
5
VDE icon
Vanguard Energy ETF
VDE
+$7.95M

Top Sells

1
+$20.2M
2
+$14.3M
3
+$10.7M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$7.58M
5
SLB icon
SLB Ltd
SLB
+$6.67M

Sector Composition

1 Energy 7.84%
2 Consumer Staples 7.47%
3 Financials 6.31%
4 Healthcare 4.74%
5 Technology 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$839K 0.02%
7,875
+33
452
$835K 0.02%
110,161
+72,380
453
$835K 0.02%
26,790
-7,653
454
$833K 0.02%
12,670
+79
455
$832K 0.02%
13,631
-380
456
$825K 0.02%
18,820
+20
457
$821K 0.02%
6,295
+3,995
458
$815K 0.02%
8,837
-6
459
$810K 0.02%
5,620
-209
460
$809K 0.02%
35,370
+870
461
$805K 0.02%
9,649
+620
462
$804K 0.02%
65,068
-15,735
463
$801K 0.02%
9,856
-1
464
$801K 0.02%
15,018
+62
465
$797K 0.02%
11,122
+2,892
466
$796K 0.02%
14,298
-1,152
467
$794K 0.02%
4,462
-1,200
468
$793K 0.02%
7,079
+130
469
$791K 0.02%
53,006
+4,768
470
$778K 0.02%
5,884
+3
471
$776K 0.02%
15,250
-465
472
$774K 0.02%
233,826
473
$772K 0.02%
+17,540
474
$771K 0.02%
16,582
-241
475
$769K 0.02%
11,600
-164
17 18
19
20 21