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
$4.82B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$9.76M
3
+$8.88M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.76M
5
VDE icon
Vanguard Energy ETF
VDE
+$7.95M

Top Sells

1
+$20.2M
2
+$14.3M
3
+$10.7M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$7.58M
5
SLB icon
SLB Ltd
SLB
+$6.67M

Sector Composition

1 Energy 7.84%
2 Consumer Staples 7.47%
3 Financials 6.31%
4 Healthcare 4.74%
5 Technology 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$353K 0.01%
38,936
+12,632
702
$350K 0.01%
4,406
-467
703
$350K 0.01%
15,474
-139
704
$348K 0.01%
5,590
+6
705
$348K 0.01%
24,034
-1,337
706
$346K 0.01%
10,846
+1,045
707
$345K 0.01%
11,420
-4,900
708
$345K 0.01%
8,333
-971
709
$345K 0.01%
3,118
-302
710
$342K 0.01%
17,464
-168
711
$342K 0.01%
4,595
+53
712
$338K 0.01%
7,687
-137
713
$335K 0.01%
8,040
+1,234
714
$335K 0.01%
14,234
-4,055
715
$335K 0.01%
12,608
+1,245
716
$332K 0.01%
+11,248
717
$332K 0.01%
+4,175
718
$329K 0.01%
9,465
-35,179
719
$327K 0.01%
2,472
+40
720
$325K 0.01%
5,379
-9
721
$324K 0.01%
3,793
-38
722
$322K 0.01%
+6,665
723
$320K 0.01%
+10,688
724
$320K 0.01%
14,700
+3,000
725
$318K 0.01%
4,322
+152
27 28
29
30 31