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
$4.12B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$502M
2
+$409M
3
+$127M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$105M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$91.5M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.89%
2 Consumer Staples 8.26%
3 Financials 5.75%
4 Healthcare 4.37%
5 Technology 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$527K 0.01%
+6,368
552
$522K 0.01%
+22,251
553
$520K 0.01%
+13,038
554
$519K 0.01%
+13,036
555
$519K 0.01%
+8,658
556
$518K 0.01%
+106,872
557
$518K 0.01%
+6,403
558
$518K 0.01%
+10,620
559
$516K 0.01%
+22,080
560
$514K 0.01%
+4,726
561
$513K 0.01%
+32,917
562
$512K 0.01%
+7,235
563
$511K 0.01%
+100,000
564
$510K 0.01%
+12,049
565
$505K 0.01%
+22,379
566
$505K 0.01%
+16,001
567
$504K 0.01%
+4,165
568
$504K 0.01%
+177,000
569
$496K 0.01%
+43,560
570
$496K 0.01%
+13,718
571
$496K 0.01%
+15,998
572
$494K 0.01%
+68,985
573
$493K 0.01%
+40,074
574
$492K 0.01%
+19,276
575
$490K 0.01%
+74,727
21 22
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