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
651
$254K 0.01%
10,010
+393
652
$253K 0.01%
5,482
+437
653
$253K 0.01%
8,616
+2,097
654
$253K 0.01%
6,221
-62
655
$252K 0.01%
5,899
-6,478
656
$252K 0.01%
11,730
-1,901
657
$252K 0.01%
4,678
+571
658
$251K 0.01%
5,942
-5,238
659
$249K 0.01%
2,983
+128
660
$248K 0.01%
10,097
661
$247K 0.01%
+8,130
662
$247K 0.01%
6,003
+239
663
$245K 0.01%
11,336
+2,868
664
$245K 0.01%
2,881
+323
665
$244K 0.01%
11,892
-199
666
$242K 0.01%
1,553
+483
667
$242K 0.01%
1,211
+58
668
$241K 0.01%
8,275
+42
669
$241K 0.01%
2,965
-60
670
$239K 0.01%
6,284
+58
671
$239K 0.01%
16,950
-5,140
672
$238K 0.01%
+886
673
$238K 0.01%
4,480
674
$238K 0.01%
3,838
-1,405
675
$238K 0.01%
17,210
+320
25 26
27
28 29