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
601
$300K 0.01%
+8,047
602
$300K 0.01%
33,940
-15,281
603
$296K 0.01%
11,612
604
$296K 0.01%
3,700
605
$292K 0.01%
+22,796
606
$292K 0.01%
5,728
+122
607
$289K 0.01%
+215
608
$289K 0.01%
7,453
-1,341
609
$289K 0.01%
12,139
+1,527
610
$286K 0.01%
+7,619
611
$285K 0.01%
2,912
-685
612
$279K 0.01%
18,191
-178
613
$278K 0.01%
7,660
614
$278K 0.01%
9,070
-2,310
615
$275K 0.01%
14,638
+243
616
$272K 0.01%
4,700
-1,572
617
$271K 0.01%
18,734
-777
618
$271K 0.01%
17,500
-3,300
619
$270K 0.01%
+7,976
620
$269K 0.01%
3,015
621
$268K 0.01%
15,602
-49
622
$266K 0.01%
6,875
-563
623
$264K 0.01%
1,850
-330
624
$262K 0.01%
8,810
-1,361
625
$260K 0.01%
3,285
+94
23 24
25
26 27