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
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$69.6M
3
+$26.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$15.1M

Top Sells

1
+$66.2M
2
+$36.8M
3
+$29.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$26.5M
5
AAPL icon
Apple
AAPL
+$6.53M

Sector Composition

1 Financials 5.14%
2 Technology 3.89%
3 Energy 3.62%
4 Healthcare 3.61%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$404K 0.01%
4,460
+957
552
$403K 0.01%
3,368
-1,030
553
$401K 0.01%
9,130
+78
554
$399K 0.01%
6,173
+1,059
555
$398K 0.01%
7,389
-504
556
$398K 0.01%
7,050
-9,236
557
$397K 0.01%
13,898
-1,771
558
$396K 0.01%
5,855
+612
559
$396K 0.01%
5,818
-424
560
$395K 0.01%
19,115
561
$394K 0.01%
4,475
-28
562
$390K 0.01%
9,004
-613
563
$389K 0.01%
+6,389
564
$386K 0.01%
1,951
-238
565
$385K 0.01%
11,499
-771
566
$383K 0.01%
12,763
+2,383
567
$383K 0.01%
1,802
+807
568
$383K 0.01%
+5,855
569
$381K 0.01%
4,282
-103
570
$379K 0.01%
3,604
+743
571
$378K 0.01%
7,527
572
$378K 0.01%
8,727
-1,638
573
$377K 0.01%
+12,700
574
$377K 0.01%
6,201
575
$376K 0.01%
+6,427
21 22
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