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
651
$277K 0.01%
3,988
-38
652
$276K 0.01%
5,474
+322
653
$276K 0.01%
9,716
-1,972
654
$275K 0.01%
6,562
+50
655
$275K 0.01%
5,258
656
$275K 0.01%
+2,177
657
$274K 0.01%
18,852
-4,042
658
$272K 0.01%
2,624
-20
659
$272K 0.01%
7,485
-2,352
660
$269K 0.01%
+1,233
661
$268K 0.01%
4,480
662
$267K 0.01%
5,542
-211
663
$267K 0.01%
8,627
+1,149
664
$266K 0.01%
2,038
+195
665
$265K 0.01%
28,452
666
$265K 0.01%
+1,757
667
$265K 0.01%
6,166
-454
668
$263K 0.01%
5,607
-1,382
669
$263K 0.01%
4,760
-762
670
$262K 0.01%
12,250
-483
671
$260K 0.01%
6,084
+35
672
$259K 0.01%
7,220
673
$259K 0.01%
9,199
-875
674
$259K 0.01%
6,330
+426
675
$257K 0.01%
+5,210
25 26
27
28 29