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
626
$260K 0.01%
+4,683
627
$260K 0.01%
5,713
-937
628
$259K 0.01%
+7,908
629
$258K 0.01%
22,791
+960
630
$257K 0.01%
21,302
-6,400
631
$257K 0.01%
6,085
+98
632
$257K 0.01%
+9,625
633
$256K 0.01%
+2,073
634
$256K 0.01%
+5,412
635
$256K 0.01%
19,700
636
$256K 0.01%
4,651
-786
637
$255K 0.01%
6,405
-948
638
$255K 0.01%
+13,400
639
$255K 0.01%
+2,432
640
$253K 0.01%
506
-99
641
$251K 0.01%
4,043
-439
642
$251K 0.01%
10,819
-1,951
643
$249K 0.01%
+4,777
644
$249K 0.01%
3,777
-910
645
$249K 0.01%
+1,314
646
$249K 0.01%
2,659
-336
647
$247K 0.01%
4,480
648
$246K 0.01%
+10,982
649
$246K 0.01%
+7,032
650
$245K 0.01%
3,099
-4
24 25
26
27 28