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
726
$176K ﹤0.01%
10,769
+653
727
$171K ﹤0.01%
18,906
-6,621
728
$164K ﹤0.01%
11,690
-1,704
729
$163K ﹤0.01%
12,682
-1,706
730
$153K ﹤0.01%
15,709
-3,996
731
$141K ﹤0.01%
11,853
-1,836
732
$135K ﹤0.01%
10,500
733
$134K ﹤0.01%
29,514
734
$130K ﹤0.01%
12,650
735
$129K ﹤0.01%
12,575
-15,625
736
$128K ﹤0.01%
25,158
-260
737
$126K ﹤0.01%
13,157
-1,633
738
$123K ﹤0.01%
+268
739
$117K ﹤0.01%
+10,500
740
$104K ﹤0.01%
+415
741
$102K ﹤0.01%
10,221
742
$93K ﹤0.01%
14,509
+360
743
$89K ﹤0.01%
+9,020
744
$85K ﹤0.01%
20,000
745
$84K ﹤0.01%
14,000
-8,150
746
$81K ﹤0.01%
11,801
+666
747
$73K ﹤0.01%
20,389
-4,530
748
$67K ﹤0.01%
1,075
749
$58K ﹤0.01%
6,810
750
$53K ﹤0.01%
15,447
+3,892
28 29
30
31 32