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
451
$611K 0.01%
3,021
-1,049
452
$609K 0.01%
+7,577
453
$609K 0.01%
20,088
454
$607K 0.01%
7,397
-1,446
455
$606K 0.01%
17,680
+3,809
456
$604K 0.01%
11,292
-2,790
457
$603K 0.01%
21,953
-5,916
458
$602K 0.01%
12,459
-2,197
459
$601K 0.01%
23,127
460
$600K 0.01%
11,647
-26,043
461
$599K 0.01%
28,438
-6,221
462
$598K 0.01%
25,438
+8,431
463
$593K 0.01%
6,986
-1,778
464
$593K 0.01%
41,316
-10,866
465
$593K 0.01%
6,237
-1,883
466
$591K 0.01%
7,288
-1,443
467
$589K 0.01%
13,994
+751
468
$589K 0.01%
9,192
+1,605
469
$582K 0.01%
2,249
-442
470
$581K 0.01%
6,711
-1,063
471
$580K 0.01%
31,101
+1,468
472
$579K 0.01%
3,702
-1,484
473
$579K 0.01%
18,713
-5,287
474
$578K 0.01%
11,362
-2,219
475
$571K 0.01%
4,995
-118
17 18
19
20 21