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
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$8.04M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.25M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.1M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$8.1M
4
BUD icon
AB InBev
BUD
+$6.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.89M

Sector Composition

1 Financials 5.29%
2 Technology 4.12%
3 Healthcare 3.68%
4 Energy 3.36%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$425K 0.01%
9,306
527
$425K 0.01%
15,012
-3,701
528
$425K 0.01%
11,256
-8,472
529
$424K 0.01%
10,618
-2,936
530
$424K 0.01%
+7,110
531
$421K 0.01%
9,573
+484
532
$421K 0.01%
4,231
+18
533
$420K 0.01%
+200,000
534
$418K 0.01%
2,445
-324
535
$416K 0.01%
11,075
-3,100
536
$415K 0.01%
10,080
-267
537
$413K 0.01%
3,760
-59,865
538
$411K 0.01%
3,849
539
$410K 0.01%
6,563
+174
540
$410K 0.01%
8,282
-10,533
541
$408K 0.01%
3,849
+1,725
542
$404K 0.01%
6,943
-107
543
$404K 0.01%
18,855
+5,589
544
$403K 0.01%
+5,623
545
$403K 0.01%
6,083
+228
546
$402K 0.01%
4,285
+3
547
$401K 0.01%
3,809
+59
548
$397K 0.01%
14,295
-2,149
549
$397K 0.01%
6,510
-278
550
$396K 0.01%
4,407
-271
20 21
22
23 24