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
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$69.6M
3
+$26.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.1M

Top Sells

1
+$66.2M
2
+$36.8M
3
+$29.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$26.5M
5
AAPL icon
Apple
AAPL
+$6.53M

Sector Composition

1 Financials 5.14%
2 Technology 3.89%
3 Energy 3.62%
4 Healthcare 3.61%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.3M 0.41%
318,206
-28,367
27
$18.7M 0.38%
225,185
+37,780
28
$18.6M 0.37%
703,031
-31,460
29
$17.7M 0.35%
116,655
+6,357
30
$17.6M 0.35%
289,545
-6,096
31
$17.4M 0.35%
176,806
-5,017
32
$16.7M 0.33%
415,846
-410
33
$16.5M 0.33%
166,601
-5,556
34
$16.3M 0.33%
152,115
-12,968
35
$16.1M 0.32%
351,400
-19,774
36
$15.8M 0.32%
53
-2
37
$15.6M 0.31%
108,343
-2,340
38
$15.1M 0.3%
142,607
-12,676
39
$15M 0.3%
255,740
-12,240
40
$14.9M 0.3%
124,543
-8,394
41
$14.5M 0.29%
98,072
-3,042
42
$14.3M 0.29%
232,838
-28,130
43
$13.6M 0.27%
494,477
-66,058
44
$13.4M 0.27%
135,579
-9,646
45
$13M 0.26%
113,798
46
$12.7M 0.26%
215,328
-1,731
47
$12.7M 0.25%
443,690
48
$12.6M 0.25%
66,261
-10,077
49
$12.5M 0.25%
102,908
-561
50
$12.5M 0.25%
326,544
-2,112
1
2
3 4 5