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
$4.91B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$2.63M
3
+$2.41M
4
WMB icon
Williams Companies
WMB
+$1.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.28M

Top Sells

1
+$2.86M
2
+$1.81M
3
+$1.75M
4
EPD icon
Enterprise Products Partners
EPD
+$1.59M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Financials 5.02%
2 Technology 4.42%
3 Healthcare 3.8%
4 Energy 3.44%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$431K 0.01%
11,689
+2,817
527
$430K 0.01%
3,053
-396
528
$429K 0.01%
5,898
-185
529
$427K 0.01%
3,011
-376
530
$426K 0.01%
11,870
531
$424K 0.01%
5,059
+7
532
$423K 0.01%
3,204
-989
533
$423K 0.01%
10,265
+876
534
$420K 0.01%
2,156
535
$415K 0.01%
2,200
-7
536
$415K 0.01%
7,506
-2,335
537
$410K 0.01%
9,622
+52
538
$408K 0.01%
22,090
539
$407K 0.01%
4,094
-177
540
$407K 0.01%
6,113
-825
541
$407K 0.01%
12,416
-1,458
542
$405K 0.01%
5,150
+257
543
$405K 0.01%
6,592
+219
544
$404K 0.01%
2,398
+3
545
$402K 0.01%
9,126
+80
546
$402K 0.01%
+8,126
547
$401K 0.01%
8,094
-1,142
548
$398K 0.01%
34,071
+863
549
$397K 0.01%
3,053
+69
550
$394K 0.01%
4,962
-1
20 21
22
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