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
676
$226K ﹤0.01%
+3,824
677
$225K ﹤0.01%
+3,811
678
$223K ﹤0.01%
17,156
-2,148
679
$223K ﹤0.01%
+1,631
680
$223K ﹤0.01%
2,000
-88
681
$222K ﹤0.01%
+1,853
682
$220K ﹤0.01%
+7,169
683
$220K ﹤0.01%
7,832
-587
684
$220K ﹤0.01%
3,817
-1,426
685
$219K ﹤0.01%
939
-228
686
$219K ﹤0.01%
+1,763
687
$219K ﹤0.01%
+169
688
$217K ﹤0.01%
4,855
-252
689
$217K ﹤0.01%
5,068
-2,334
690
$217K ﹤0.01%
9,209
-1,169
691
$216K ﹤0.01%
+1,764
692
$215K ﹤0.01%
936
-170
693
$215K ﹤0.01%
+5,178
694
$214K ﹤0.01%
+3,284
695
$214K ﹤0.01%
7,567
-305
696
$213K ﹤0.01%
+7,297
697
$213K ﹤0.01%
26,175
-2,126
698
$213K ﹤0.01%
+4,151
699
$212K ﹤0.01%
+2,742
700
$211K ﹤0.01%
+4,657
26 27
28
29 30