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
651
$245K 0.01%
2,823
-771
652
$244K 0.01%
4,503
653
$243K 0.01%
+4,266
654
$243K 0.01%
5,874
-2,228
655
$242K 0.01%
23,676
+202
656
$241K 0.01%
5,255
-762
657
$241K 0.01%
4,902
658
$240K 0.01%
+7,055
659
$239K 0.01%
+8,856
660
$239K 0.01%
+5,264
661
$238K 0.01%
2,875
-12,391
662
$237K 0.01%
3,638
-479
663
$237K 0.01%
3,348
-972
664
$236K 0.01%
+5,957
665
$236K 0.01%
+7,241
666
$233K 0.01%
+6,414
667
$233K 0.01%
+11,517
668
$232K 0.01%
1,659
-136
669
$229K 0.01%
10,910
+331
670
$229K 0.01%
8,847
-5,085
671
$228K ﹤0.01%
+70
672
$228K ﹤0.01%
10,146
-5,143
673
$227K ﹤0.01%
7,838
674
$227K ﹤0.01%
+2,568
675
$227K ﹤0.01%
4,158
25 26
27
28 29