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
$4.37B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$48M
3
+$38.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$36.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$29.9M

Top Sells

1
+$57.7M
2
+$19.8M
3
+$18.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$9.92M

Sector Composition

1 Financials 4.92%
2 Technology 4.07%
3 Healthcare 3.79%
4 Energy 3.17%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$526K 0.01%
2,828
-359
452
$526K 0.01%
12,040
-1,392
453
$522K 0.01%
30,622
-248
454
$519K 0.01%
4,336
+307
455
$518K 0.01%
6,225
-2,189
456
$516K 0.01%
20,386
-605
457
$508K 0.01%
+45,455
458
$505K 0.01%
4,282
459
$501K 0.01%
21,283
+1,011
460
$496K 0.01%
4,751
-642
461
$495K 0.01%
24,670
-833
462
$495K 0.01%
22,623
-2,637
463
$495K 0.01%
11,825
+5,712
464
$493K 0.01%
9,325
+1,508
465
$493K 0.01%
9,928
+139
466
$493K 0.01%
16,228
+128
467
$493K 0.01%
7,747
-35
468
$492K 0.01%
11,833
+633
469
$483K 0.01%
14,089
470
$480K 0.01%
3,594
-553
471
$480K 0.01%
12,331
-2,259
472
$477K 0.01%
32,295
+1,053
473
$476K 0.01%
4,141
+1,784
474
$474K 0.01%
16,782
-1,121
475
$472K 0.01%
3,162
+760
17 18
19
20 21