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
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.09M
3
+$6.24M
4
HD icon
Home Depot
HD
+$4.93M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.55M

Top Sells

1
+$28.4M
2
+$22.2M
3
+$21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M

Sector Composition

1 Technology 5.91%
2 Financials 4.21%
3 Healthcare 3.71%
4 Consumer Staples 2.83%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$393K 0.01%
6,483
527
$389K 0.01%
1,416
-189
528
$388K 0.01%
12,787
+94
529
$388K 0.01%
+10,072
530
$385K 0.01%
6,788
+1,938
531
$384K 0.01%
12,069
-1,469
532
$383K 0.01%
13,877
+26
533
$382K 0.01%
5,316
-2,376
534
$381K 0.01%
13,836
-1,285
535
$376K 0.01%
7,437
+32
536
$374K 0.01%
1,140
-143
537
$372K 0.01%
2,945
-163
538
$371K 0.01%
7,400
539
$370K 0.01%
2,154
-250
540
$370K 0.01%
2,608
-56
541
$370K 0.01%
5,793
-513
542
$369K 0.01%
9,888
+1,707
543
$367K 0.01%
+15,412
544
$366K 0.01%
2,455
-104
545
$366K 0.01%
265,000
+123,718
546
$365K 0.01%
2,133
+73
547
$363K 0.01%
+22,251
548
$360K 0.01%
9,451
-910
549
$359K 0.01%
3,598
+17
550
$358K 0.01%
18,573
-446
20 21
22
23 24