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
501
$421K 0.01%
6,409
+295
502
$419K 0.01%
12,093
+3,286
503
$416K 0.01%
4,271
-1,094
504
$413K 0.01%
7,725
-1,689
505
$410K 0.01%
3,644
+17
506
$409K 0.01%
36,796
+1,637
507
$409K 0.01%
21,129
+2,416
508
$407K 0.01%
2,160
+4
509
$402K 0.01%
4,337
+233
510
$401K 0.01%
6,571
-618
511
$400K 0.01%
2,156
+188
512
$398K 0.01%
9,952
+826
513
$398K 0.01%
4,147
+53
514
$397K 0.01%
4,064
-134
515
$396K 0.01%
9,381
-241
516
$396K 0.01%
19,186
517
$396K 0.01%
7,502
+116
518
$396K 0.01%
+19,270
519
$394K 0.01%
2,482
+45
520
$394K 0.01%
1,608
-1,567
521
$394K 0.01%
9,419
+47
522
$392K 0.01%
4,284
+19
523
$391K 0.01%
6,887
-1,382
524
$389K 0.01%
3,786
-1,059
525
$389K 0.01%
16,075
+6,000
19 20
21
22 23