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
501
$513K 0.01%
13,554
-335
502
$510K 0.01%
18,508
503
$506K 0.01%
7,999
-3,016
504
$505K 0.01%
2,257
+1,252
505
$504K 0.01%
6,194
-1,576
506
$499K 0.01%
4,282
507
$493K 0.01%
4,132
-765
508
$492K 0.01%
27,107
-18,272
509
$492K 0.01%
7,716
-16,723
510
$487K 0.01%
2,522
-1,521
511
$487K 0.01%
28,755
-2,212
512
$485K 0.01%
5,283
-1,366
513
$481K 0.01%
7,579
+1,276
514
$481K 0.01%
7,994
-76
515
$480K 0.01%
3,183
+268
516
$479K 0.01%
6,788
+651
517
$472K 0.01%
9,971
-2,874
518
$461K 0.01%
9,751
-1,414
519
$460K 0.01%
3,839
-613
520
$458K 0.01%
5,610
+29
521
$455K 0.01%
7,201
-1,236
522
$452K 0.01%
8,033
+2,229
523
$450K 0.01%
12,315
-97
524
$446K 0.01%
19,195
525
$445K 0.01%
12,554
-18
19 20
21
22 23