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
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.09M
3
+$6.24M
4
HD icon
Home Depot
HD
+$4.93M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.55M

Top Sells

1
+$28.4M
2
+$22.2M
3
+$21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M

Sector Composition

1 Technology 5.91%
2 Financials 4.21%
3 Healthcare 3.71%
4 Consumer Staples 2.83%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$328K 0.01%
4,514
-1,125
577
$327K 0.01%
5,105
-2,320
578
$325K 0.01%
5,344
-1,117
579
$323K 0.01%
6,492
-260
580
$322K 0.01%
6,318
+3
581
$318K 0.01%
6,220
+85
582
$318K 0.01%
18,236
-7,252
583
$318K 0.01%
1,573
+84
584
$317K 0.01%
7,350
585
$316K 0.01%
4,211
-255
586
$316K 0.01%
1,529
-192
587
$314K 0.01%
18,904
+8
588
$313K 0.01%
7,560
+416
589
$312K 0.01%
9,906
590
$310K 0.01%
5,869
+133
591
$310K 0.01%
17,915
+2,052
592
$308K 0.01%
+2,899
593
$307K 0.01%
26,546
-10,084
594
$304K 0.01%
1,545
-263
595
$303K 0.01%
5,109
-792
596
$302K 0.01%
2,556
597
$302K 0.01%
+8,009
598
$302K 0.01%
+6,050
599
$301K 0.01%
4,052
-455
600
$301K 0.01%
+12,265
22 23
24
25 26