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
576
$369K 0.01%
12,987
-811
577
$367K 0.01%
+22,027
578
$363K 0.01%
4,548
-78
579
$362K 0.01%
3,002
-68
580
$360K 0.01%
2,625
-36
581
$358K 0.01%
6,926
582
$357K 0.01%
7,450
-2,300
583
$355K 0.01%
5,552
-5,906
584
$352K 0.01%
12,073
-400
585
$350K 0.01%
10,945
586
$349K 0.01%
5,097
587
$349K 0.01%
4,860
+1,048
588
$345K 0.01%
8,098
+65
589
$345K 0.01%
2,686
-63
590
$343K 0.01%
21,091
591
$342K 0.01%
7,205
-727
592
$342K 0.01%
5,416
-90
593
$339K 0.01%
3,573
+549
594
$338K 0.01%
7,688
-78
595
$338K 0.01%
2,650
596
$337K 0.01%
6,180
597
$336K 0.01%
+5,041
598
$334K 0.01%
+2,823
599
$330K 0.01%
18,132
-3,663
600
$326K 0.01%
2,116
22 23
24
25 26