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
$4.82B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$9.76M
3
+$8.88M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.76M
5
VDE icon
Vanguard Energy ETF
VDE
+$7.95M

Top Sells

1
+$20.2M
2
+$14.3M
3
+$10.7M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$7.58M
5
SLB icon
SLB Ltd
SLB
+$6.67M

Sector Composition

1 Energy 7.84%
2 Consumer Staples 7.47%
3 Financials 6.31%
4 Healthcare 4.74%
5 Technology 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$581K 0.01%
11,140
-153
552
$576K 0.01%
14,035
+7,321
553
$575K 0.01%
7,369
+1,347
554
$574K 0.01%
24,288
555
$574K 0.01%
5,689
-1,345
556
$570K 0.01%
3,423
-311
557
$567K 0.01%
12,429
+58
558
$567K 0.01%
9,637
+2,157
559
$567K 0.01%
20,367
560
$565K 0.01%
10,328
-1,540
561
$564K 0.01%
8,850
-178
562
$564K 0.01%
15,702
-1,148
563
$560K 0.01%
13,240
-400
564
$556K 0.01%
18,773
-810
565
$556K 0.01%
11,169
-950
566
$556K 0.01%
3,554
-473
567
$556K 0.01%
9,775
568
$555K 0.01%
5,194
-646
569
$555K 0.01%
41,977
+11,800
570
$554K 0.01%
11,769
571
$553K 0.01%
6,286
+149
572
$552K 0.01%
5,623
+70
573
$552K 0.01%
7,399
-3
574
$550K 0.01%
6,802
-10
575
$550K 0.01%
14,914
+425
21 22
23
24 25