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
26
$23M 0.5%
219,787
-34,716
27
$21.7M 0.47%
86,614
+19,662
28
$20.7M 0.45%
366,353
-3,611
29
$19.7M 0.43%
508,996
+34,196
30
$19.7M 0.43%
250,510
-81,473
31
$18.4M 0.4%
1,327,132
-137,296
32
$18.3M 0.4%
258,680
-8,940
33
$17.5M 0.38%
179,745
-11,393
34
$16.8M 0.36%
178,677
-7,530
35
$16.5M 0.36%
209,857
-11,773
36
$15.4M 0.33%
217,120
-18,260
37
$14.9M 0.32%
72,022
-7,966
38
$14.7M 0.32%
250,679
-9,476
39
$14M 0.3%
61,809
-7,928
40
$14M 0.3%
72,899
-3,677
41
$13.9M 0.3%
95,233
+13,035
42
$13.8M 0.3%
154,919
-7,805
43
$13.7M 0.3%
103,675
-4,438
44
$13.7M 0.3%
263,932
-5,964
45
$13.6M 0.29%
51
46
$13.4M 0.29%
266,598
+123,802
47
$13.3M 0.29%
69,039
-6,602
48
$13M 0.28%
327,557
-529,634
49
$12.8M 0.28%
51,509
+3,326
50
$12.5M 0.27%
268,910
-17,179
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