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
576
$357K 0.01%
7,933
+544
577
$355K 0.01%
+1,935
578
$353K 0.01%
6,427
579
$351K 0.01%
21,091
580
$348K 0.01%
4,973
-124
581
$348K 0.01%
25,492
-20,892
582
$347K 0.01%
7,596
-92
583
$347K 0.01%
11,461
-612
584
$344K 0.01%
4,843
+874
585
$344K 0.01%
21,642
+3,510
586
$344K 0.01%
20,294
+8,000
587
$343K 0.01%
8,778
+1,196
588
$343K 0.01%
2,650
589
$342K 0.01%
9,285
+441
590
$342K 0.01%
6,002
+147
591
$339K 0.01%
6,320
+140
592
$339K 0.01%
5,741
+18
593
$338K 0.01%
10,272
+2,234
594
$338K 0.01%
6,101
+312
595
$337K 0.01%
8,258
+160
596
$335K 0.01%
19,115
597
$333K 0.01%
14,704
598
$332K 0.01%
2,005
-33
599
$331K 0.01%
12,530
-233
600
$330K 0.01%
13,758
-140
22 23
24
25 26