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
676
$256K 0.01%
+1,482
677
$256K 0.01%
4,078
678
$253K 0.01%
5,199
-2,567
679
$253K 0.01%
+2,004
680
$250K 0.01%
+4,084
681
$250K 0.01%
2,124
+168
682
$250K 0.01%
2,750
-18
683
$250K 0.01%
4,514
-1,677
684
$249K 0.01%
3,668
685
$249K 0.01%
9,691
-768
686
$248K 0.01%
+2,287
687
$248K 0.01%
3,563
-175
688
$247K 0.01%
7,127
+150
689
$246K ﹤0.01%
4,112
690
$246K ﹤0.01%
+4,684
691
$246K ﹤0.01%
+9,805
692
$244K ﹤0.01%
5,520
-13
693
$243K ﹤0.01%
2,420
-582
694
$243K ﹤0.01%
8,163
+36
695
$242K ﹤0.01%
8,000
696
$241K ﹤0.01%
4,820
+20
697
$240K ﹤0.01%
10,416
+109
698
$239K ﹤0.01%
1,918
699
$239K ﹤0.01%
1,904
+278
700
$239K ﹤0.01%
+5,544
26 27
28
29 30