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 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$435K 0.01%
36,000
502
$434K 0.01%
+30,502
503
$434K 0.01%
11,242
+1,035
504
$433K 0.01%
17,371
-253
505
$431K 0.01%
+7,602
506
$430K 0.01%
2,365
+783
507
$429K 0.01%
+6,892
508
$426K 0.01%
4,876
-11
509
$422K 0.01%
8,683
+1,472
510
$420K 0.01%
+6,002
511
$415K 0.01%
5,411
512
$413K 0.01%
13,057
+762
513
$409K 0.01%
5,287
-45
514
$407K 0.01%
15,670
-312
515
$406K 0.01%
18,365
-20
516
$406K 0.01%
7,913
+1,563
517
$403K 0.01%
53,350
-15,800
518
$403K 0.01%
8,509
-1,193
519
$403K 0.01%
5,701
-209
520
$401K 0.01%
2,981
+80
521
$398K 0.01%
5,593
522
$392K 0.01%
17,885
+3,780
523
$390K 0.01%
+11,352
524
$388K 0.01%
13,998
-84
525
$387K 0.01%
18,485
19 20
21
22 23