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
Energy Select Sector SPDR Fund
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
26
$20.7M 0.47%
556,982
+111,052
27
$20.4M 0.46%
385,303
+1,892
28
$20.2M 0.46%
107,304
-622
29
$19.7M 0.45%
318,032
+22
30
$19.4M 0.44%
258,600
-4,140
31
$18.8M 0.43%
+1,526,599
32
$16.2M 0.37%
217,800
+45,386
33
$15.7M 0.36%
209,673
+156,690
34
$15.6M 0.36%
159,930
+6,908
35
$15.6M 0.36%
51
-1
36
$14.7M 0.34%
165,036
-765
37
$14.6M 0.33%
337,436
+9,791
38
$14.3M 0.33%
313,463
+129,760
39
$14.1M 0.32%
414,307
+7,317
40
$13.7M 0.31%
556,827
-74,060
41
$13.1M 0.3%
132,794
-368
42
$13.1M 0.3%
315,852
-7,416
43
$12.8M 0.29%
116,111
-2,107
44
$12.6M 0.29%
173,482
+1,702
45
$12.6M 0.29%
241,740
+5,320
46
$12.6M 0.29%
265,598
+3,794
47
$11.9M 0.27%
229,680
+16,880
48
$11.9M 0.27%
89,938
-10,030
49
$11.8M 0.27%
529,455
+57,301
50
$11.6M 0.26%
102,867
-365
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