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
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$8.04M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.25M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$3.1M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$8.1M
4
BUD icon
AB InBev
BUD
+$6.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.89M

Sector Composition

1 Financials 5.29%
2 Technology 4.12%
3 Healthcare 3.68%
4 Energy 3.36%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$479K 0.01%
4,282
502
$479K 0.01%
4,337
+498
503
$478K 0.01%
5,237
+2,817
504
$476K 0.01%
13,120
+420
505
$470K 0.01%
10,961
-401
506
$469K 0.01%
2,758
-263
507
$468K 0.01%
4,266
-194
508
$468K 0.01%
19,062
+9,863
509
$466K 0.01%
+40,600
510
$464K 0.01%
7,495
-1,697
511
$459K 0.01%
7,227
+1,862
512
$458K 0.01%
5,315
+32
513
$450K 0.01%
7,372
-869
514
$448K 0.01%
9,493
+766
515
$443K 0.01%
28,745
-9,775
516
$443K 0.01%
7,258
-321
517
$439K 0.01%
9,694
-57
518
$434K 0.01%
9,236
519
$433K 0.01%
13,634
-2,410
520
$431K 0.01%
4,336
+1,712
521
$430K 0.01%
6,603
-3,274
522
$430K 0.01%
2,859
+42
523
$428K 0.01%
5,041
-128
524
$428K 0.01%
16,826
+5,448
525
$428K 0.01%
2,156
-366
19 20
21
22 23