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
$4.91B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$2.63M
3
+$2.41M
4
WMB icon
Williams Companies
WMB
+$1.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.28M

Top Sells

1
+$2.86M
2
+$1.81M
3
+$1.75M
4
EPD icon
Enterprise Products Partners
EPD
+$1.59M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Financials 5.02%
2 Technology 4.42%
3 Healthcare 3.8%
4 Energy 3.44%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$248K 0.01%
9,617
-726
702
$248K 0.01%
8,710
+353
703
$246K ﹤0.01%
6,226
-1,696
704
$246K ﹤0.01%
7,220
705
$246K ﹤0.01%
4,387
+21
706
$245K ﹤0.01%
28,452
707
$245K ﹤0.01%
3,935
-3,100
708
$244K ﹤0.01%
6,568
-10
709
$243K ﹤0.01%
3,025
710
$242K ﹤0.01%
3,525
+8
711
$242K ﹤0.01%
+1,660
712
$241K ﹤0.01%
+1,801
713
$240K ﹤0.01%
8,588
-961
714
$239K ﹤0.01%
3,452
715
$239K ﹤0.01%
2,270
-101
716
$238K ﹤0.01%
+9,595
717
$238K ﹤0.01%
365
718
$236K ﹤0.01%
5,764
-643
719
$235K ﹤0.01%
3,700
720
$233K ﹤0.01%
3,308
-32
721
$232K ﹤0.01%
2,091
722
$231K ﹤0.01%
+2,122
723
$231K ﹤0.01%
1,435
724
$230K ﹤0.01%
2,668
-1,380
725
$229K ﹤0.01%
+3,734
27 28
29
30 31