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
$4.91B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$2.63M
3
+$2.41M
4
WMB icon
Williams Companies
WMB
+$1.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.28M

Top Sells

1
+$2.86M
2
+$1.81M
3
+$1.75M
4
EPD icon
Enterprise Products Partners
EPD
+$1.59M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Financials 5.02%
2 Technology 4.42%
3 Healthcare 3.8%
4 Energy 3.44%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$361K 0.01%
7,527
577
$361K 0.01%
9,138
+936
578
$358K 0.01%
+4,000
579
$356K 0.01%
6,074
+19
580
$356K 0.01%
9,358
-87
581
$356K 0.01%
1,818
-200
582
$355K 0.01%
3,195
583
$354K 0.01%
4,896
+78
584
$354K 0.01%
11,357
-75
585
$353K 0.01%
20,744
+10,400
586
$352K 0.01%
7,759
587
$352K 0.01%
3,085
+174
588
$351K 0.01%
1,534
-7
589
$349K 0.01%
10,097
590
$348K 0.01%
5,243
591
$348K 0.01%
6,391
+1,590
592
$343K 0.01%
6,410
+554
593
$342K 0.01%
3,273
+39
594
$342K 0.01%
11,889
595
$342K 0.01%
12,501
-486
596
$339K 0.01%
22,715
+3,728
597
$337K 0.01%
+4,819
598
$337K 0.01%
4,526
+75
599
$337K 0.01%
3,718
600
$337K 0.01%
5,600
22 23
24
25 26