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
476
$482K 0.01%
16,000
477
$482K 0.01%
7,032
-746
478
$478K 0.01%
10,568
-1,036
479
$477K 0.01%
2,545
+56
480
$474K 0.01%
4,438
+439
481
$471K 0.01%
17,145
-700
482
$471K 0.01%
8,173
+1,168
483
$470K 0.01%
3,631
+61
484
$466K 0.01%
4,558
-59
485
$466K 0.01%
16,611
-3,343
486
$465K 0.01%
+13,353
487
$458K 0.01%
16,223
-7,266
488
$456K 0.01%
4,695
-286
489
$455K 0.01%
7,614
+124
490
$454K 0.01%
40,196
-3,458
491
$454K 0.01%
8,700
-384
492
$449K 0.01%
17,849
-4,667
493
$444K 0.01%
+12,069
494
$444K 0.01%
6,750
-909
495
$440K 0.01%
9,204
-585
496
$439K 0.01%
13,345
-26
497
$435K 0.01%
2,229
-394
498
$432K 0.01%
3,539
-321
499
$430K 0.01%
5,052
-2
500
$428K 0.01%
3,812
+240
18 19
20
21 22