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
676
$237K 0.01%
4,067
+234
677
$236K 0.01%
+7,483
678
$234K 0.01%
4,372
-704
679
$234K 0.01%
7,991
-1,061
680
$234K 0.01%
1,581
+234
681
$232K 0.01%
5,279
+29
682
$232K 0.01%
1,655
+248
683
$230K 0.01%
5,204
-870
684
$230K 0.01%
4,397
+10
685
$230K 0.01%
4,503
686
$229K 0.01%
7,838
-1,341
687
$229K 0.01%
3,811
688
$228K 0.01%
3,576
+124
689
$228K 0.01%
11,631
-5,405
690
$227K 0.01%
18,800
-21,600
691
$226K 0.01%
+7,380
692
$226K 0.01%
8,000
693
$226K 0.01%
7,969
694
$225K 0.01%
2,419
+86
695
$225K 0.01%
2,261
+114
696
$224K 0.01%
359
-6
697
$224K 0.01%
11,914
+557
698
$222K 0.01%
5,105
-367
699
$222K 0.01%
5,103
-24
700
$222K 0.01%
9,264
-2,625
26 27
28
29 30