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
$4.12B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$502M
2
+$409M
3
+$127M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$105M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$91.5M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.89%
2 Consumer Staples 8.26%
3 Financials 5.75%
4 Healthcare 4.37%
5 Technology 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.8M 0.62%
+1,026,294
27
$23.1M 0.56%
+155,294
28
$22.4M 0.54%
+1,578,948
29
$19.3M 0.46%
+301,556
30
$19.3M 0.46%
+1,376,592
31
$19.2M 0.46%
+499,674
32
$19.1M 0.46%
+220,605
33
$18.8M 0.45%
+356,971
34
$18.6M 0.45%
+846,160
35
$18.3M 0.44%
+215,744
36
$17.8M 0.43%
+158,983
37
$17.7M 0.43%
+392,744
38
$16.7M 0.4%
+149,826
39
$16.2M 0.39%
+469,469
40
$16M 0.39%
+399,623
41
$15.5M 0.37%
+475,083
42
$15.2M 0.37%
+367,588
43
$14.9M 0.36%
+131,117
44
$14.9M 0.36%
+207,580
45
$14.7M 0.35%
+269,408
46
$14.7M 0.35%
+87
47
$14.6M 0.35%
+371,175
48
$14M 0.34%
+231,875
49
$13.9M 0.33%
+241,700
50
$13.7M 0.33%
+130,087
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