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
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$69.6M
3
+$26.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.1M

Top Sells

1
+$66.2M
2
+$36.8M
3
+$29.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$26.5M
5
AAPL icon
Apple
AAPL
+$6.53M

Sector Composition

1 Financials 5.14%
2 Technology 3.89%
3 Energy 3.62%
4 Healthcare 3.61%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$223K ﹤0.01%
7,814
-1,870
727
$222K ﹤0.01%
+5,221
728
$221K ﹤0.01%
+4,305
729
$221K ﹤0.01%
6,697
+230
730
$221K ﹤0.01%
+2,467
731
$221K ﹤0.01%
+4,193
732
$220K ﹤0.01%
+3,707
733
$219K ﹤0.01%
+9,033
734
$218K ﹤0.01%
+5,243
735
$218K ﹤0.01%
+1,046
736
$216K ﹤0.01%
+1,387
737
$216K ﹤0.01%
+10,172
738
$215K ﹤0.01%
4,009
739
$215K ﹤0.01%
+5,478
740
$214K ﹤0.01%
+6,984
741
$214K ﹤0.01%
1,863
+39
742
$214K ﹤0.01%
3,700
743
$214K ﹤0.01%
+5,151
744
$213K ﹤0.01%
19,649
-3,152
745
$211K ﹤0.01%
+9,858
746
$209K ﹤0.01%
+6,261
747
$209K ﹤0.01%
1,712
-222
748
$208K ﹤0.01%
3,460
749
$208K ﹤0.01%
+1,418
750
$208K ﹤0.01%
+5,928
28 29
30
31 32