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
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Energy 5.21%
2 Financials 4.99%
3 Healthcare 3.92%
4 Consumer Staples 3.49%
5 Technology 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$61K ﹤0.01%
+19,618
727
$59K ﹤0.01%
22,763
-3,508
728
$54K ﹤0.01%
+2,930
729
$51K ﹤0.01%
+520
730
– –
-7,157
731
– –
-33,630
732
– –
-2,758
733
– –
-6,604
734
– –
-7,400
735
– –
-6,683
736
– –
-6,212
737
– –
-3,501
738
– –
-6,916
739
– –
-5,887
740
– –
-7,297
741
– –
-2,687
742
– –
-4,891
743
– –
-1,223
744
– –
-2,886
745
– –
-11,670
746
– –
0
747
– –
-5,678
748
– –
-3,554
749
– –
-56,205
750
– –
-1,582
28 29
30
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