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
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Energy 5.21%
2 Financials 4.99%
3 Healthcare 3.92%
4 Consumer Staples 3.49%
5 Technology 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$497K 0.01%
13,487
-9,022
477
$496K 0.01%
6,143
-6,100
478
$494K 0.01%
10,837
479
$494K 0.01%
+18,919
480
$491K 0.01%
7,623
+1,471
481
$490K 0.01%
46,380
+740
482
$489K 0.01%
4,317
483
$484K 0.01%
16,736
+200
484
$483K 0.01%
4,774
+1,706
485
$482K 0.01%
33,840
-1,335
486
$480K 0.01%
13,290
-343
487
$477K 0.01%
8,304
+473
488
$474K 0.01%
4,187
+20
489
$467K 0.01%
9,750
490
$467K 0.01%
16,241
-38,922
491
$466K 0.01%
2,547
+360
492
$462K 0.01%
6,864
+3,330
493
$460K 0.01%
6,494
+38
494
$459K 0.01%
31,991
+3,951
495
$458K 0.01%
4,282
496
$455K 0.01%
10,921
+2,785
497
$442K 0.01%
7,838
+2,016
498
$440K 0.01%
3,535
-293
499
$440K 0.01%
3,271
-939
500
$438K 0.01%
12,088
+859
18 19
20
21 22