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
$4.82B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$9.76M
3
+$8.88M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.76M
5
VDE icon
Vanguard Energy ETF
VDE
+$7.95M

Top Sells

1
+$20.2M
2
+$14.3M
3
+$10.7M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$7.58M
5
SLB icon
SLB Ltd
SLB
+$6.67M

Sector Composition

1 Energy 7.84%
2 Consumer Staples 7.47%
3 Financials 6.31%
4 Healthcare 4.74%
5 Technology 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$766K 0.02%
8,564
-1,116
477
$763K 0.02%
19,297
-163
478
$761K 0.02%
30,600
479
$755K 0.02%
6,632
+1,432
480
$754K 0.02%
13,977
+2,380
481
$750K 0.02%
28,367
+905
482
$745K 0.02%
21,174
+622
483
$743K 0.02%
21,553
+480
484
$741K 0.02%
11,025
+1,777
485
$740K 0.02%
14,090
+100
486
$734K 0.02%
7,739
-359
487
$733K 0.02%
69,845
+1,100
488
$733K 0.02%
23,770
489
$731K 0.02%
23,006
+3,637
490
$730K 0.02%
13,631
-74
491
$730K 0.02%
76,596
+3,548
492
$728K 0.02%
4,994
-1,645
493
$721K 0.02%
11,449
+496
494
$717K 0.01%
6,281
-837
495
$716K 0.01%
13,622
496
$713K 0.01%
7,416
-377
497
$700K 0.01%
15,152
+98
498
$698K 0.01%
27,784
+2,227
499
$698K 0.01%
19,003
-4,367
500
$697K 0.01%
+72,862
18 19
20
21 22