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
501
$425K 0.01%
38,223
-1,020
502
$424K 0.01%
8,787
+328
503
$422K 0.01%
7,595
-684
504
$421K 0.01%
3,010
+476
505
$420K 0.01%
4,817
-613
506
$419K 0.01%
8,736
-103
507
$419K 0.01%
16,524
-613
508
$417K 0.01%
12,187
+1,110
509
$416K 0.01%
5,477
-1,515
510
$411K 0.01%
7,041
-189
511
$411K 0.01%
+14,030
512
$410K 0.01%
37,990
+21,975
513
$409K 0.01%
8,147
-478
514
$407K 0.01%
4,020
+376
515
$405K 0.01%
3,322
+248
516
$404K 0.01%
2,916
-481
517
$404K 0.01%
+12,945
518
$402K 0.01%
8,094
519
$402K 0.01%
19,066
+515
520
$401K 0.01%
3,976
-274
521
$401K 0.01%
7,753
+415
522
$401K 0.01%
4,531
-89
523
$397K 0.01%
32,587
-1,633
524
$395K 0.01%
5,075
-258
525
$395K 0.01%
6,214
-238
19 20
21
22 23