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
$4.09B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$8.9M
3
+$7.43M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Top Sells

1
+$15.8M
2
+$15.2M
3
+$5.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.4M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.57M

Sector Composition

1 Energy 5.21%
2 Financials 4.99%
3 Healthcare 3.92%
4 Consumer Staples 3.49%
5 Technology 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$187K ﹤0.01%
22,545
+200
702
$186K ﹤0.01%
+80,000
703
$183K ﹤0.01%
11,139
+9
704
$180K ﹤0.01%
4,055
705
$178K ﹤0.01%
11,650
-4,000
706
$177K ﹤0.01%
+11,090
707
$176K ﹤0.01%
23,631
+5,255
708
$171K ﹤0.01%
10,204
709
$166K ﹤0.01%
10,167
-37
710
$165K ﹤0.01%
219,000
-531,000
711
$161K ﹤0.01%
11,040
+485
712
$153K ﹤0.01%
10,184
713
$151K ﹤0.01%
+13,721
714
$150K ﹤0.01%
107
-27
715
$146K ﹤0.01%
12,250
+1,900
716
$133K ﹤0.01%
11,624
-820
717
$119K ﹤0.01%
13,169
-306
718
$107K ﹤0.01%
75,000
719
$99K ﹤0.01%
+25,000
720
$96K ﹤0.01%
12,650
721
$84K ﹤0.01%
+10,000
722
$73K ﹤0.01%
4,900
723
$69K ﹤0.01%
+10,361
724
$64K ﹤0.01%
1,266
+100
725
$61K ﹤0.01%
12,382
+188
27 28
29
30 31