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
$4.91B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$2.63M
3
+$2.41M
4
WMB icon
Williams Companies
WMB
+$1.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.28M

Top Sells

1
+$2.86M
2
+$1.81M
3
+$1.75M
4
EPD icon
Enterprise Products Partners
EPD
+$1.59M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Financials 5.02%
2 Technology 4.42%
3 Healthcare 3.8%
4 Energy 3.44%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$218K ﹤0.01%
2,727
-12
752
$217K ﹤0.01%
+2,422
753
$216K ﹤0.01%
+1,347
754
$215K ﹤0.01%
+4,936
755
$215K ﹤0.01%
+1,883
756
$215K ﹤0.01%
2,597
+26
757
$214K ﹤0.01%
+1,361
758
$214K ﹤0.01%
2,205
+29
759
$213K ﹤0.01%
10,511
-18,582
760
$212K ﹤0.01%
8,810
-121
761
$211K ﹤0.01%
+2,657
762
$211K ﹤0.01%
+2,837
763
$211K ﹤0.01%
+6,775
764
$210K ﹤0.01%
9,867
+120
765
$210K ﹤0.01%
4,107
+277
766
$207K ﹤0.01%
+4,109
767
$206K ﹤0.01%
+2,993
768
$206K ﹤0.01%
2,157
-117
769
$206K ﹤0.01%
15,312
-51
770
$205K ﹤0.01%
+1,892
771
$204K ﹤0.01%
+1,468
772
$204K ﹤0.01%
+1,151
773
$203K ﹤0.01%
2,558
-98
774
$203K ﹤0.01%
+1,407
775
$202K ﹤0.01%
8,820
-4,995
29 30
31
32 33