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
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.09M
3
+$6.24M
4
HD icon
Home Depot
HD
+$4.93M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.55M

Top Sells

1
+$28.4M
2
+$22.2M
3
+$21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M

Sector Composition

1 Technology 5.91%
2 Financials 4.21%
3 Healthcare 3.71%
4 Consumer Staples 2.83%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.5M 0.27%
279,240
-20,541
52
$12.4M 0.27%
136,066
+3,999
53
$11.7M 0.25%
119,574
+9,965
54
$11.7M 0.25%
196,131
-16,127
55
$11.7M 0.25%
91,657
-16,586
56
$11.2M 0.24%
83,588
-3
57
$11.2M 0.24%
152,294
-7,145
58
$11.1M 0.24%
37,648
-2,372
59
$10.9M 0.24%
101,074
-743
60
$10.7M 0.23%
238,549
-20,180
61
$9.91M 0.21%
273,518
+59,608
62
$9.84M 0.21%
69,084
-135
63
$9.39M 0.2%
84,209
-6,486
64
$9.26M 0.2%
50,171
65
$9.1M 0.2%
293,384
-10,740
66
$9.07M 0.2%
20,840
-1,194
67
$8.93M 0.19%
51,224
-3,836
68
$8.87M 0.19%
383,224
-53,123
69
$8.83M 0.19%
126,039
-6,678
70
$8.37M 0.18%
103,659
-53,560
71
$7.87M 0.17%
62,115
-3,048
72
$7.71M 0.17%
68,421
-16,617
73
$7.51M 0.16%
328,834
-51,314
74
$7.51M 0.16%
790,360
-53,920
75
$7.36M 0.16%
133,584
-15,667
1 2
3
4 5