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
526
$386K 0.01%
10,288
+3,849
527
$384K 0.01%
+4,711
528
$382K 0.01%
3,621
-54,736
529
$382K 0.01%
11,027
+655
530
$382K 0.01%
5,723
-292
531
$381K 0.01%
17,186
-1,240
532
$379K 0.01%
6,595
+408
533
$378K 0.01%
3,024
+196
534
$375K 0.01%
10,156
535
$374K 0.01%
76,903
-9,263
536
$370K 0.01%
4,282
+1,806
537
$366K 0.01%
4,467
+750
538
$365K 0.01%
4,131
+270
539
$360K 0.01%
4,159
-55
540
$360K 0.01%
33,313
+299
541
$358K 0.01%
7,027
+1,384
542
$358K 0.01%
6,440
-520
543
$357K 0.01%
17,033
+3,760
544
$357K 0.01%
3,236
-1,058
545
$357K 0.01%
8,583
546
$357K 0.01%
+8,996
547
$355K 0.01%
7,407
+228
548
$354K 0.01%
22,975
-3,019
549
$353K 0.01%
1,520
-1,925
550
$352K 0.01%
7,379
+1,300
20 21
22
23 24