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
Energy Select Sector SPDR Fund
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
51
$13.1M 0.31%
+366,565
52
$12.9M 0.31%
+268,437
53
$12.9M 0.31%
+70,369
54
$12.8M 0.31%
+285,324
55
$12.7M 0.31%
+277,516
56
$12.6M 0.3%
+474,470
57
$12.3M 0.3%
+163,153
58
$12.2M 0.29%
+240,652
59
$12.2M 0.29%
+252,558
60
$12M 0.29%
+158,940
61
$11.7M 0.28%
+478,931
62
$11.1M 0.27%
+415,936
63
$11M 0.27%
+216,666
64
$10.5M 0.25%
+816,818
65
$10.4M 0.25%
+695,520
66
$10.2M 0.25%
+205,918
67
$10.1M 0.24%
+176,673
68
$10M 0.24%
+480,028
69
$9.8M 0.24%
+219,311
70
$9.79M 0.24%
+196,309
71
$9.22M 0.22%
+96,866
72
$9.05M 0.22%
+121,088
73
$8.98M 0.22%
+140,717
74
$8.84M 0.21%
+114,086
75
$8.57M 0.21%
+452,827
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3
4 5