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
$4.37B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$48M
3
+$38.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$36.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$29.9M

Top Sells

1
+$57.7M
2
+$19.8M
3
+$18.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.92M

Sector Composition

1 Financials 4.92%
2 Technology 4.07%
3 Healthcare 3.79%
4 Energy 3.17%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$270K 0.01%
12,607
-3,399
627
$269K 0.01%
5,202
628
$269K 0.01%
4,573
-382
629
$268K 0.01%
1,650
+282
630
$267K 0.01%
7,066
+656
631
$267K 0.01%
5,894
-209
632
$264K 0.01%
6,027
-74
633
$263K 0.01%
+7,153
634
$260K 0.01%
4,913
-49
635
$260K 0.01%
12,168
-3,007
636
$259K 0.01%
2,383
-242
637
$259K 0.01%
1,185
+37
638
$259K 0.01%
4,883
+170
639
$258K 0.01%
15,484
-9,915
640
$257K 0.01%
6,840
+272
641
$257K 0.01%
2,677
642
$257K 0.01%
2,700
643
$256K 0.01%
12,249
+2,785
644
$256K 0.01%
5,047
-1,197
645
$256K 0.01%
5,283
+45
646
$256K 0.01%
1,915
+114
647
$256K 0.01%
2,612
-5
648
$255K 0.01%
1,891
-82
649
$255K 0.01%
2,482
-767
650
$254K 0.01%
5,712
+452
24 25
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