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
$4.37B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$48M
3
+$38.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$36.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$29.9M

Top Sells

1
+$57.7M
2
+$19.8M
3
+$18.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.92M

Sector Composition

1 Financials 4.92%
2 Technology 4.07%
3 Healthcare 3.79%
4 Energy 3.17%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$202K ﹤0.01%
3,700
727
$201K ﹤0.01%
2,223
+132
728
$201K ﹤0.01%
3,515
+207
729
$201K ﹤0.01%
2,382
+336
730
$201K ﹤0.01%
7,124
+349
731
$201K ﹤0.01%
5,469
-11
732
$200K ﹤0.01%
12,442
733
$198K ﹤0.01%
11,604
-1,623
734
$189K ﹤0.01%
+18,180
735
$186K ﹤0.01%
2,000
736
$176K ﹤0.01%
9,485
-1,026
737
$176K ﹤0.01%
+10,413
738
$167K ﹤0.01%
12,650
739
$163K ﹤0.01%
+10,580
740
$159K ﹤0.01%
10,010
741
$156K ﹤0.01%
17,175
-16,896
742
$148K ﹤0.01%
+10,775
743
$123K ﹤0.01%
+10,861
744
$122K ﹤0.01%
14,661
+886
745
$121K ﹤0.01%
+10,661
746
$119K ﹤0.01%
17,500
+2,000
747
$119K ﹤0.01%
+10,479
748
$114K ﹤0.01%
3,571
-3,334
749
$108K ﹤0.01%
+10,115
750
$102K ﹤0.01%
+2,844
28 29
30
31 32