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
476
$469K 0.01%
17,807
-22,697
477
$466K 0.01%
6,331
+218
478
$464K 0.01%
17,455
+27
479
$453K 0.01%
3,118
+1,718
480
$453K 0.01%
9,953
+2,538
481
$452K 0.01%
6,950
+358
482
$452K 0.01%
7,718
+1,327
483
$450K 0.01%
6,265
-521
484
$448K 0.01%
9,922
-2,938
485
$448K 0.01%
31,266
-893
486
$447K 0.01%
5,640
+490
487
$446K 0.01%
8,529
-3,098
488
$442K 0.01%
14,493
+4,292
489
$436K 0.01%
17,631
-4,781
490
$431K 0.01%
+16,000
491
$430K 0.01%
13,663
-642
492
$430K 0.01%
8,209
-96
493
$428K 0.01%
3,020
+9
494
$427K 0.01%
3,117
+158
495
$427K 0.01%
+12,384
496
$425K 0.01%
11,391
497
$423K 0.01%
41,028
+13,315
498
$423K 0.01%
8,160
+192
499
$422K 0.01%
2,372
+554
500
$422K 0.01%
6,722
-716
18 19
20
21 22