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
State Street Energy Select Sector SPDR ETF
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
476
$570K 0.01%
2,432
+600
477
$570K 0.01%
6,989
+1,890
478
$566K 0.01%
9,633
+1,727
479
$563K 0.01%
6,043
-1,032
480
$563K 0.01%
7,326
-1,584
481
$559K 0.01%
11,626
-2,469
482
$553K 0.01%
2,769
-1,515
483
$553K 0.01%
22,944
+9,527
484
$551K 0.01%
14,156
-2,212
485
$551K 0.01%
6,102
-1,964
486
$548K 0.01%
10,491
+414
487
$546K 0.01%
17,659
-1,599
488
$545K 0.01%
14,456
-31,718
489
$544K 0.01%
18,979
+90
490
$541K 0.01%
8,025
+94
491
$539K 0.01%
4,340
-575
492
$538K 0.01%
5,544
-1,302
493
$536K 0.01%
3,673
+237
494
$530K 0.01%
12,316
+6,510
495
$529K 0.01%
11,181
-81,216
496
$528K 0.01%
18,262
+1,934
497
$525K 0.01%
14,919
+8,201
498
$524K 0.01%
8,241
-1,201
499
$520K 0.01%
16,444
-1,089
500
$516K 0.01%
15,558
-502
18 19
20
21 22