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
$4.09B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$8.9M
3
+$7.43M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Top Sells

1
+$15.8M
2
+$15.2M
3
+$5.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.4M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.57M

Sector Composition

1 Energy 5.21%
2 Financials 4.99%
3 Healthcare 3.92%
4 Consumer Staples 3.49%
5 Technology 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.9M 0.53%
599,467
-89,659
27
$19.8M 0.48%
733,892
-15,924
28
$18.4M 0.45%
175,320
-25,383
29
$18M 0.44%
203,327
+6,686
30
$16.9M 0.41%
307,022
-8,539
31
$16.9M 0.41%
349,657
-35
32
$16M 0.39%
123,688
+35
33
$15.6M 0.38%
64
-4
34
$15.2M 0.37%
165,739
-2,007
35
$15.1M 0.37%
258,164
+765
36
$14.3M 0.35%
413,356
-22,010
37
$14.2M 0.35%
93,532
-2,435
38
$13.8M 0.34%
160,355
+4,996
39
$13.5M 0.33%
420,465
-6,121
40
$13.3M 0.32%
126,816
+2,978
41
$12.7M 0.31%
400,199
+45,278
42
$12.6M 0.31%
121,671
+346
43
$12.4M 0.3%
403,354
+19,394
44
$12.3M 0.3%
195,131
+5,206
45
$12.2M 0.3%
120,528
-839
46
$12.2M 0.3%
104,141
-2,559
47
$12.1M 0.3%
291,678
+5,751
48
$11.8M 0.29%
145,018
+2,068
49
$11.6M 0.28%
196,814
-17,739
50
$11.3M 0.28%
373,477
+20,898
1
2
3 4 5