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
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$69.6M
3
+$26.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.1M

Top Sells

1
+$66.2M
2
+$36.8M
3
+$29.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$26.5M
5
AAPL icon
Apple
AAPL
+$6.53M

Sector Composition

1 Financials 5.14%
2 Technology 3.89%
3 Energy 3.62%
4 Healthcare 3.61%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$238K ﹤0.01%
7,473
+27
702
$237K ﹤0.01%
+1,547
703
$237K ﹤0.01%
3,910
+10
704
$237K ﹤0.01%
4,455
705
$236K ﹤0.01%
1,717
706
$235K ﹤0.01%
+9,769
707
$234K ﹤0.01%
1,215
-20
708
$233K ﹤0.01%
1,526
-402
709
$233K ﹤0.01%
124,124
710
$233K ﹤0.01%
+5,739
711
$231K ﹤0.01%
5,131
-98
712
$229K ﹤0.01%
8,044
-507
713
$229K ﹤0.01%
2,688
-456
714
$229K ﹤0.01%
13,826
-1,598
715
$229K ﹤0.01%
+4,316
716
$229K ﹤0.01%
+5,477
717
$229K ﹤0.01%
8,522
+164
718
$228K ﹤0.01%
4,779
-91
719
$227K ﹤0.01%
+3,517
720
$227K ﹤0.01%
2,003
+89
721
$227K ﹤0.01%
2,136
722
$226K ﹤0.01%
+1,615
723
$225K ﹤0.01%
2,374
+192
724
$225K ﹤0.01%
+10,403
725
$224K ﹤0.01%
4,691
-397
27 28
29
30 31