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
$4.37B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$48M
3
+$38.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$36.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$29.9M

Top Sells

1
+$57.7M
2
+$19.8M
3
+$18.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.92M

Sector Composition

1 Financials 4.92%
2 Technology 4.07%
3 Healthcare 3.79%
4 Energy 3.17%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$317K 0.01%
5,502
+606
577
$317K 0.01%
2,650
578
$315K 0.01%
19,444
-1,300
579
$314K 0.01%
+3,384
580
$312K 0.01%
3,049
-4
581
$312K 0.01%
3,044
-151
582
$311K 0.01%
3,865
-196
583
$311K 0.01%
1,793
-4
584
$305K 0.01%
3,464
+191
585
$304K 0.01%
7,068
-220
586
$303K 0.01%
11,716
+148
587
$302K 0.01%
3,788
+70
588
$302K 0.01%
4,879
+60
589
$300K 0.01%
7,830
+208
590
$299K 0.01%
5,613
+201
591
$299K 0.01%
10,390
+1,680
592
$296K 0.01%
21,091
593
$296K 0.01%
1,404
+9
594
$295K 0.01%
11,788
+3,933
595
$293K 0.01%
12,544
+961
596
$292K 0.01%
1,827
+167
597
$291K 0.01%
37,992
-184,761
598
$289K 0.01%
2,487
+296
599
$289K 0.01%
1,000
600
$287K 0.01%
1,534
22 23
24
25 26