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
576
$319K 0.01%
8,525
-584
577
$318K 0.01%
13,598
-891
578
$318K 0.01%
4,315
-2,444
579
$315K 0.01%
43,720
580
$313K 0.01%
9,175
-1,198
581
$312K 0.01%
5,159
+73
582
$311K 0.01%
4,839
+622
583
$311K 0.01%
10,251
-256
584
$308K 0.01%
5,813
-4,209
585
$308K 0.01%
+5,761
586
$305K 0.01%
25,832
-6,264
587
$304K 0.01%
8,743
-476
588
$303K 0.01%
+12,310
589
$302K 0.01%
5,908
+588
590
$302K 0.01%
7,970
-77
591
$296K 0.01%
5,968
-320
592
$296K 0.01%
7,857
-243
593
$296K 0.01%
10,408
594
$295K 0.01%
7,357
+369
595
$295K 0.01%
4,234
-198
596
$294K 0.01%
3,777
+377
597
$292K 0.01%
6,226
-151
598
$292K 0.01%
16,488
+615
599
$291K 0.01%
7,806
+1,143
600
$290K 0.01%
12,606
+15
22 23
24
25 26