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
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$8.04M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.25M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.1M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$8.1M
4
BUD icon
AB InBev
BUD
+$6.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.89M

Sector Composition

1 Financials 5.29%
2 Technology 4.12%
3 Healthcare 3.68%
4 Energy 3.36%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$583K 0.01%
7,575
-2
452
$577K 0.01%
28,438
453
$575K 0.01%
3,299
-92
454
$564K 0.01%
12,394
+768
455
$563K 0.01%
8,078
+84
456
$563K 0.01%
18,977
-2
457
$560K 0.01%
28,800
+3,362
458
$557K 0.01%
20,394
-6,331
459
$555K 0.01%
19,692
+1,430
460
$555K 0.01%
6,283
-25
461
$554K 0.01%
43,496
+14,700
462
$550K 0.01%
7,056
+70
463
$549K 0.01%
2,459
+27
464
$544K 0.01%
22,722
+769
465
$544K 0.01%
9,657
+24
466
$543K 0.01%
30,727
-433
467
$541K 0.01%
6,222
-1,175
468
$540K 0.01%
9,315
-535
469
$537K 0.01%
8,215
+2,042
470
$535K 0.01%
11,181
471
$535K 0.01%
7,324
-2
472
$533K 0.01%
14,461
+5
473
$531K 0.01%
18,508
474
$530K 0.01%
4,271
-69
475
$528K 0.01%
3,469
+286
17 18
19
20 21