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
676
$218K 0.01%
+2,179
677
$215K 0.01%
+5,328
678
$214K 0.01%
+2,724
679
$214K 0.01%
8,405
680
$213K 0.01%
+7,587
681
$213K 0.01%
6,626
-808
682
$213K 0.01%
236
+15
683
$213K 0.01%
1,681
684
$212K 0.01%
+5,522
685
$212K 0.01%
+7,792
686
$210K 0.01%
+2,488
687
$210K 0.01%
1,774
-317
688
$210K 0.01%
+4,298
689
$210K 0.01%
+1,226
690
$208K 0.01%
+1,213
691
$207K 0.01%
4,183
-5,140
692
$206K 0.01%
+11,502
693
$206K 0.01%
2,116
-422
694
$206K 0.01%
12,427
-1,777
695
$205K 0.01%
+4,802
696
$205K 0.01%
+3,651
697
$204K 0.01%
+2,711
698
$201K ﹤0.01%
+5,797
699
$200K ﹤0.01%
+4,085
700
$200K ﹤0.01%
+3,970
26 27
28
29 30