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
$4.09B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$8.9M
3
+$7.43M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Top Sells

1
+$15.8M
2
+$15.2M
3
+$5.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Energy 5.21%
2 Financials 4.99%
3 Healthcare 3.92%
4 Consumer Staples 3.49%
5 Technology 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$289K 0.01%
10,021
602
$287K 0.01%
3,101
-1,552
603
$287K 0.01%
11,647
-296
604
$286K 0.01%
5,828
+170
605
$285K 0.01%
21,563
606
$284K 0.01%
24,140
+3,200
607
$284K 0.01%
5,598
+713
608
$281K 0.01%
10,000
-11,900
609
$280K 0.01%
7,302
610
$280K 0.01%
8,842
+183
611
$280K 0.01%
2,650
612
$279K 0.01%
9,189
-2,036
613
$278K 0.01%
+4,879
614
$276K 0.01%
6,235
+106
615
$276K 0.01%
6,550
-2,495
616
$276K 0.01%
5,258
-50
617
$271K 0.01%
+4,430
618
$271K 0.01%
4,389
-670
619
$270K 0.01%
9,085
+95
620
$266K 0.01%
5,529
+997
621
$266K 0.01%
3,140
+90
622
$266K 0.01%
5,730
-43
623
$266K 0.01%
1,042
624
$265K 0.01%
29,400
+30
625
$265K 0.01%
+5,315
23 24
25
26 27