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
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.09M
3
+$6.24M
4
HD icon
Home Depot
HD
+$4.93M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.55M

Top Sells

1
+$28.4M
2
+$22.2M
3
+$21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M

Sector Composition

1 Technology 5.91%
2 Financials 4.21%
3 Healthcare 3.71%
4 Consumer Staples 2.83%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$537K 0.01%
26,300
452
$530K 0.01%
4,282
453
$527K 0.01%
21,348
-10,628
454
$523K 0.01%
8,356
-3,096
455
$522K 0.01%
1,565
-151
456
$522K 0.01%
37,235
+3,500
457
$521K 0.01%
+19,163
458
$520K 0.01%
7,880
-400
459
$518K 0.01%
6,301
-139
460
$517K 0.01%
5,516
+116
461
$515K 0.01%
5,626
-402
462
$513K 0.01%
5,094
-378
463
$512K 0.01%
5,609
-1,381
464
$505K 0.01%
100,674
-5,998
465
$505K 0.01%
2,967
-454
466
$500K 0.01%
5,363
+1,696
467
$495K 0.01%
16,257
+370
468
$492K 0.01%
3,324
+34
469
$490K 0.01%
9,965
-2,664
470
$489K 0.01%
9,010
-1,154
471
$486K 0.01%
15,237
-1,787
472
$486K 0.01%
8,862
+300
473
$484K 0.01%
22,604
-2,608
474
$484K 0.01%
26,436
-1,968
475
$482K 0.01%
5,220
-4,278
17 18
19
20 21