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
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$8.04M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.25M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.1M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$8.1M
4
BUD icon
AB InBev
BUD
+$6.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.89M

Sector Composition

1 Financials 5.29%
2 Technology 4.12%
3 Healthcare 3.68%
4 Energy 3.36%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$396K 0.01%
4,058
-36
552
$393K 0.01%
11,880
-674
553
$393K 0.01%
1,942
-305
554
$392K 0.01%
6,652
-549
555
$390K 0.01%
10,868
556
$388K 0.01%
4,850
-760
557
$388K 0.01%
1,750
-52
558
$383K 0.01%
12,987
559
$382K 0.01%
9,755
-3
560
$382K 0.01%
3,481
-123
561
$381K 0.01%
8,002
+280
562
$379K 0.01%
6,244
+2,132
563
$379K 0.01%
5,057
+197
564
$378K 0.01%
4,493
565
$376K 0.01%
9,583
+200
566
$375K 0.01%
5,850
+434
567
$374K 0.01%
7,527
568
$373K 0.01%
5,890
+338
569
$369K 0.01%
9,130
570
$368K 0.01%
1,768
-183
571
$366K 0.01%
2,632
+7
572
$366K 0.01%
7,151
+29
573
$365K 0.01%
6,926
574
$364K 0.01%
4,475
-1,719
575
$358K 0.01%
8,121
-1,850
21 22
23
24 25