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
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$69.6M
3
+$26.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$15.1M

Top Sells

1
+$66.2M
2
+$36.8M
3
+$29.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$26.5M
5
AAPL icon
Apple
AAPL
+$6.53M

Sector Composition

1 Financials 5.14%
2 Technology 3.89%
3 Energy 3.62%
4 Healthcare 3.61%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$444K 0.01%
4,678
-892
527
$443K 0.01%
+9,758
528
$442K 0.01%
10,868
+1,968
529
$441K 0.01%
1,985
+465
530
$441K 0.01%
9,236
-765
531
$440K 0.01%
+6,703
532
$438K 0.01%
5,169
-1,545
533
$438K 0.01%
10,347
+1,926
534
$434K 0.01%
10,558
+1,373
535
$434K 0.01%
19,042
+909
536
$432K 0.01%
+2,247
537
$426K 0.01%
4,213
+18
538
$426K 0.01%
4,094
-13
539
$424K 0.01%
7,722
-528
540
$424K 0.01%
7,122
+1,704
541
$423K 0.01%
2,817
+414
542
$421K 0.01%
9,306
+1,941
543
$421K 0.01%
3,750
-25
544
$418K 0.01%
5,723
+26
545
$416K 0.01%
9,383
+381
546
$412K 0.01%
4,978
+168
547
$411K 0.01%
3,849
+228
548
$411K 0.01%
14,286
-348
549
$408K 0.01%
4,493
-194
550
$407K 0.01%
9,089
-21,819
20 21
22
23 24