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
701
$322K 0.01%
+9,747
702
$322K 0.01%
+8,797
703
$320K 0.01%
+80,000
704
$319K 0.01%
+3,882
705
$318K 0.01%
+5,088
706
$316K 0.01%
+7,370
707
$314K 0.01%
+8,893
708
$314K 0.01%
+5,226
709
$314K 0.01%
+2,514
710
$313K 0.01%
+10,379
711
$311K 0.01%
+13,234
712
$311K 0.01%
+10,270
713
$310K 0.01%
+5,951
714
$307K 0.01%
+5,040
715
$306K 0.01%
+3,676
716
$305K 0.01%
+11,813
717
$305K 0.01%
+11,685
718
$304K 0.01%
+7,959
719
$304K 0.01%
+6,783
720
$304K 0.01%
+7,833
721
$304K 0.01%
+4,105
722
$302K 0.01%
+6,574
723
$301K 0.01%
+13,043
724
$301K 0.01%
+9,825
725
$298K 0.01%
+13,029
27 28
29
30 31