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
676
$347K 0.01%
+13,443
677
$345K 0.01%
+9,248
678
$343K 0.01%
+12,916
679
$343K 0.01%
+4,754
680
$342K 0.01%
+8,128
681
$340K 0.01%
+6,774
682
$336K 0.01%
+7,025
683
$336K 0.01%
+13,986
684
$336K 0.01%
+3,922
685
$335K 0.01%
+6,270
686
$335K 0.01%
+18,006
687
$334K 0.01%
+19,418
688
$334K 0.01%
+4,076
689
$333K 0.01%
+9,139
690
$332K 0.01%
+7,675
691
$331K 0.01%
+8,092
692
$331K 0.01%
+6,438
693
$329K 0.01%
+17,027
694
$328K 0.01%
+3,282
695
$328K 0.01%
+20,000
696
$327K 0.01%
+10,096
697
$327K 0.01%
+1,488
698
$324K 0.01%
+10,496
699
$324K 0.01%
+4,100
700
$324K 0.01%
+7,770
26 27
28
29 30