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
$4.82B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$9.76M
3
+$8.88M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.76M
5
VDE icon
Vanguard Energy ETF
VDE
+$7.95M

Top Sells

1
+$20.2M
2
+$14.3M
3
+$10.7M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$7.58M
5
SLB icon
SLB Ltd
SLB
+$6.67M

Sector Composition

1 Energy 7.84%
2 Consumer Staples 7.47%
3 Financials 6.31%
4 Healthcare 4.74%
5 Technology 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$446K 0.01%
11,750
-34
627
$445K 0.01%
9,285
628
$444K 0.01%
82,587
-39,704
629
$443K 0.01%
+15,652
630
$443K 0.01%
8,301
-10,607
631
$442K 0.01%
5,787
+460
632
$442K 0.01%
12,383
633
$440K 0.01%
11,176
-3,608
634
$438K 0.01%
43,550
-3,760
635
$438K 0.01%
7,248
636
$437K 0.01%
19,798
+3,368
637
$436K 0.01%
2,356
+10
638
$435K 0.01%
8,010
639
$426K 0.01%
9,732
+104
640
$424K 0.01%
6,427
-19
641
$422K 0.01%
5,640
+940
642
$419K 0.01%
5,328
-97
643
$419K 0.01%
8,625
644
$418K 0.01%
22,600
645
$416K 0.01%
4,362
+1,810
646
$415K 0.01%
6,923
647
$410K 0.01%
36,631
648
$408K 0.01%
14,977
+407
649
$407K 0.01%
9,500
-1,150
650
$407K 0.01%
+3,600
24 25
26
27 28