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
$4.42B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.2M
3
+$6.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.87M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$4.64M

Top Sells

1
+$11.8M
2
+$9.9M
3
+$8.06M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$5.34M
5
OKS
Oneok Partners LP
OKS
+$4.71M

Sector Composition

1 Financials 5.3%
2 Healthcare 4.21%
3 Energy 4.2%
4 Technology 3.96%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$424K 0.01%
16,328
-2,792
527
$422K 0.01%
8,250
-83
528
$420K 0.01%
30,967
-129
529
$419K 0.01%
15,669
+251
530
$414K 0.01%
3,775
-189
531
$412K 0.01%
2,189
-20
532
$410K 0.01%
8,625
-236
533
$403K 0.01%
3,621
+147
534
$403K 0.01%
14,634
-5,335
535
$402K 0.01%
6,863
-13
536
$401K 0.01%
4,195
+14
537
$399K 0.01%
4,922
+119
538
$398K 0.01%
+2,671
539
$395K 0.01%
6,137
540
$393K 0.01%
10,365
-376
541
$393K 0.01%
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542
$392K 0.01%
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543
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6,303
-55
544
$388K 0.01%
13,798
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545
$381K 0.01%
+21,795
546
$377K 0.01%
4,107
+18
547
$376K 0.01%
5,099
+93
548
$375K 0.01%
4,687
549
$374K 0.01%
+7,527
550
$370K 0.01%
7,777
-168
20 21
22
23 24