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
$4.09B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$8.9M
3
+$7.43M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Top Sells

1
+$15.8M
2
+$15.2M
3
+$5.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Energy 5.21%
2 Financials 4.99%
3 Healthcare 3.92%
4 Consumer Staples 3.49%
5 Technology 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$352K 0.01%
7,672
-569
552
$351K 0.01%
23,002
-6,771
553
$349K 0.01%
6,867
-4,049
554
$348K 0.01%
4,716
555
$348K 0.01%
11,556
-39,513
556
$345K 0.01%
3,318
557
$345K 0.01%
5,967
+179
558
$344K 0.01%
9,611
-2,901
559
$344K 0.01%
8,379
560
$344K 0.01%
4,695
+507
561
$344K 0.01%
5,940
-585
562
$343K 0.01%
12,707
+1,237
563
$341K 0.01%
10,795
564
$339K 0.01%
21,609
565
$336K 0.01%
1,986
+136
566
$336K 0.01%
10,661
+1,404
567
$335K 0.01%
4,522
-961
568
$335K 0.01%
6,738
-114
569
$333K 0.01%
7,305
-3,400
570
$333K 0.01%
19,524
+424
571
$332K 0.01%
2,501
+394
572
$331K 0.01%
4,519
-219
573
$331K 0.01%
2,438
+265
574
$329K 0.01%
+11,460
575
$323K 0.01%
4,948
-1,296
21 22
23
24 25