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
751
$208K ﹤0.01%
+2,928
752
$207K ﹤0.01%
2,868
-1,703
753
$206K ﹤0.01%
4,312
-147
754
$206K ﹤0.01%
+2,702
755
$202K ﹤0.01%
+1,533
756
$202K ﹤0.01%
+1,435
757
$201K ﹤0.01%
8,790
758
$201K ﹤0.01%
+2,124
759
$201K ﹤0.01%
+6,708
760
$200K ﹤0.01%
1,740
-1,037
761
$200K ﹤0.01%
+6,497
762
$199K ﹤0.01%
275
+69
763
$199K ﹤0.01%
100,000
764
$195K ﹤0.01%
+12,302
765
$175K ﹤0.01%
12,294
-2,050
766
$175K ﹤0.01%
56,205
767
$171K ﹤0.01%
+12,154
768
$155K ﹤0.01%
12,650
769
$153K ﹤0.01%
+12,100
770
$150K ﹤0.01%
+12,970
771
$142K ﹤0.01%
10,680
-1,088
772
$139K ﹤0.01%
+10,115
773
$122K ﹤0.01%
10,770
-2,308
774
$119K ﹤0.01%
+483
775
$97K ﹤0.01%
10,273
-2,130
29 30
31
32 33