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
Energy Select Sector SPDR Fund
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
651
$236K 0.01%
8,035
-535
652
$236K 0.01%
1,633
-4,844
653
$234K 0.01%
12,822
-193
654
$233K 0.01%
6,635
-825
655
$231K 0.01%
10,452
+2,052
656
$231K 0.01%
7,300
-1,200
657
$230K 0.01%
+4,635
658
$228K 0.01%
2,145
+86
659
$227K 0.01%
10,729
-2,494
660
$227K 0.01%
14,702
-12,931
661
$227K 0.01%
4,480
662
$227K 0.01%
6,554
+1,128
663
$226K 0.01%
3,835
664
$225K 0.01%
+3,012
665
$225K 0.01%
+5,896
666
$224K 0.01%
+4,305
667
$223K 0.01%
+2,910
668
$222K 0.01%
7,220
669
$222K 0.01%
6,281
-29
670
$222K 0.01%
2,622
+128
671
$221K 0.01%
+1,626
672
$219K 0.01%
4,088
+204
673
$219K 0.01%
+6,148
674
$219K 0.01%
+1,188
675
$218K 0.01%
2,945
+233
25 26
27
28 29