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
626
$264K 0.01%
9,064
+745
627
$262K 0.01%
2,700
628
$261K 0.01%
7,339
-468
629
$260K 0.01%
+4,353
630
$258K 0.01%
1,568
+379
631
$258K 0.01%
7,482
-570
632
$257K 0.01%
5,377
+675
633
$255K 0.01%
6,390
+290
634
$255K 0.01%
+7,324
635
$253K 0.01%
+5,048
636
$251K 0.01%
+8,034
637
$251K 0.01%
7,234
638
$251K 0.01%
3,089
+298
639
$249K 0.01%
21,434
+6,221
640
$249K 0.01%
12,855
+1,500
641
$247K 0.01%
4,831
-169
642
$246K 0.01%
7,954
-149
643
$244K 0.01%
3,149
+45
644
$244K 0.01%
29,001
+95
645
$243K 0.01%
10,237
-2,242
646
$242K 0.01%
30,662
647
$242K 0.01%
+5,629
648
$240K 0.01%
2,035
+60
649
$240K 0.01%
3,076
+124
650
$238K 0.01%
4,530
+352
24 25
26
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