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
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.09M
3
+$6.24M
4
HD icon
Home Depot
HD
+$4.93M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.55M

Top Sells

1
+$28.4M
2
+$22.2M
3
+$21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M

Sector Composition

1 Technology 5.91%
2 Financials 4.21%
3 Healthcare 3.71%
4 Consumer Staples 2.83%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$355K 0.01%
8,008
-10,355
552
$354K 0.01%
3,343
+290
553
$353K 0.01%
6,241
-2,315
554
$353K 0.01%
+8,616
555
$351K 0.01%
15,031
-669
556
$350K 0.01%
10,493
-3,095
557
$350K 0.01%
2,735
+177
558
$350K 0.01%
15,797
-4,899
559
$348K 0.01%
16,189
-56
560
$348K 0.01%
8,570
-1,534
561
$346K 0.01%
6,039
+1,872
562
$343K 0.01%
11,350
563
$342K 0.01%
7,288
-1,852
564
$340K 0.01%
6,854
-624
565
$340K 0.01%
6,057
+446
566
$338K 0.01%
25,744
-2,128
567
$338K 0.01%
11,315
-1,205
568
$338K 0.01%
5,600
569
$335K 0.01%
2,041
-114
570
$334K 0.01%
6,395
-149
571
$332K 0.01%
3,337
-474
572
$332K 0.01%
6,921
-400
573
$330K 0.01%
3,069
-28
574
$330K 0.01%
13,994
+2,154
575
$328K 0.01%
3,878
-563
21 22
23
24 25