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
51
$11.2M 0.27%
199,024
+11,994
52
$11.1M 0.27%
70,227
-3,483
53
$11.1M 0.27%
132,531
-2,363
54
$11M 0.27%
133,572
-25,299
55
$10.8M 0.26%
522,462
-11,539
56
$10.5M 0.26%
218,493
-6,453
57
$10.4M 0.25%
92,449
+3,202
58
$10.1M 0.25%
133,829
-158
59
$9.96M 0.24%
274,715
+1,100
60
$9.93M 0.24%
159,520
+2,299
61
$9.85M 0.24%
73,480
-14,359
62
$9.81M 0.24%
+422,051
63
$9.77M 0.24%
97,547
-638
64
$9.67M 0.24%
257,920
+920
65
$9.62M 0.23%
268,507
-13,719
66
$9.44M 0.23%
128,596
-830
67
$9.42M 0.23%
90,414
+886
68
$9.21M 0.22%
302,656
-3,540
69
$9.15M 0.22%
135,298
+267
70
$9.12M 0.22%
132,219
+14,939
71
$9.11M 0.22%
181,701
-2,749
72
$9.1M 0.22%
68,883
-1,999
73
$9M 0.22%
130,495
+502
74
$8.81M 0.22%
403,589
+63,578
75
$8.65M 0.21%
57,949
+2,054
1 2
3
4 5