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
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$69.6M
3
+$26.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.1M

Top Sells

1
+$66.2M
2
+$36.8M
3
+$29.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$26.5M
5
AAPL icon
Apple
AAPL
+$6.53M

Sector Composition

1 Financials 5.14%
2 Technology 3.89%
3 Energy 3.62%
4 Healthcare 3.61%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$325K 0.01%
+5,365
602
$325K 0.01%
7,035
603
$323K 0.01%
11,497
+1,688
604
$323K 0.01%
1,371
+368
605
$322K 0.01%
+11,946
606
$322K 0.01%
3,005
-30
607
$319K 0.01%
8,844
-690
608
$318K 0.01%
7,600
-35
609
$318K 0.01%
21,250
+460
610
$317K 0.01%
+3,555
611
$315K 0.01%
7,790
612
$314K 0.01%
3,650
+760
613
$313K 0.01%
+1,654
614
$313K 0.01%
2,674
+425
615
$312K 0.01%
6,477
-3,459
616
$312K 0.01%
+89
617
$311K 0.01%
+28,796
618
$306K 0.01%
8,975
619
$304K 0.01%
14,704
+1,359
620
$304K 0.01%
3,106
-3,943
621
$303K 0.01%
+8,038
622
$302K 0.01%
5,766
-2,011
623
$301K 0.01%
2,700
624
$300K 0.01%
+10,287
625
$299K 0.01%
4,604
-1,094
23 24
25
26 27