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
$4.09B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$8.9M
3
+$7.43M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Top Sells

1
+$15.8M
2
+$15.2M
3
+$5.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Energy 5.21%
2 Financials 4.99%
3 Healthcare 3.92%
4 Consumer Staples 3.49%
5 Technology 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$549K 0.01%
7,930
-145
452
$548K 0.01%
10,296
+2,972
453
$548K 0.01%
3,351
+1,106
454
$546K 0.01%
+41,065
455
$546K 0.01%
10,468
+3,529
456
$543K 0.01%
8,978
+1,448
457
$543K 0.01%
15,171
+1,569
458
$538K 0.01%
8,219
459
$537K 0.01%
7,019
-6,301
460
$537K 0.01%
8,589
-3,720
461
$533K 0.01%
5,584
-176
462
$522K 0.01%
20,308
-312
463
$521K 0.01%
34,720
+47
464
$520K 0.01%
37,239
+4,924
465
$516K 0.01%
+11,042
466
$511K 0.01%
2,803
-28
467
$511K 0.01%
3,333
-586
468
$510K 0.01%
33,660
-45
469
$506K 0.01%
8,471
+14
470
$502K 0.01%
18,621
+1,347
471
$502K 0.01%
7,246
-1,682
472
$502K 0.01%
19,115
473
$502K 0.01%
6,512
+475
474
$499K 0.01%
4,352
+333
475
$498K 0.01%
56,492
-21,200
17 18
19
20 21