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
$4.12B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$502M
2
+$409M
3
+$127M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$105M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$91.5M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.89%
2 Consumer Staples 8.26%
3 Financials 5.75%
4 Healthcare 4.37%
5 Technology 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$372K 0.01%
+4,947
652
$372K 0.01%
+5,114
653
$371K 0.01%
+9,959
654
$369K 0.01%
+7,261
655
$368K 0.01%
+7,458
656
$367K 0.01%
+6,427
657
$367K 0.01%
+8,879
658
$367K 0.01%
+13,949
659
$365K 0.01%
+20,000
660
$364K 0.01%
+3,431
661
$364K 0.01%
+7,920
662
$359K 0.01%
+8,278
663
$357K 0.01%
+9,551
664
$356K 0.01%
+44,491
665
$355K 0.01%
+3,210
666
$355K 0.01%
+5,800
667
$353K 0.01%
+10,300
668
$353K 0.01%
+12,470
669
$350K 0.01%
+9,089
670
$349K 0.01%
+4,207
671
$348K 0.01%
+12,515
672
$348K 0.01%
+5,755
673
$347K 0.01%
+6,630
674
$347K 0.01%
+26,100
675
$347K 0.01%
+5,893
25 26
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