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
626
$299K 0.01%
11,403
-1,598
627
$299K 0.01%
+7,018
628
$299K 0.01%
7,778
+573
629
$297K 0.01%
+1,708
630
$297K 0.01%
11,684
+1,072
631
$297K 0.01%
13,266
-8,001
632
$296K 0.01%
3,969
-986
633
$295K 0.01%
+12,859
634
$293K 0.01%
11,378
-174
635
$293K 0.01%
7,202
-24,096
636
$293K 0.01%
5,764
-11
637
$293K 0.01%
6,342
-305
638
$292K 0.01%
4,570
-2,293
639
$289K 0.01%
5,756
-661
640
$287K 0.01%
5,789
-58
641
$285K 0.01%
2,014
642
$284K 0.01%
7,582
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643
$283K 0.01%
3,559
+511
644
$282K 0.01%
4,451
+92
645
$279K 0.01%
+1,874
646
$279K 0.01%
5,276
-333
647
$279K 0.01%
10,244
-1,875
648
$278K 0.01%
5,804
+996
649
$277K 0.01%
2,168
+139
650
$277K 0.01%
+5,721
24 25
26
27 28