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
751
$49K ﹤0.01%
+5,070
752
$46K ﹤0.01%
28,866
753
$39K ﹤0.01%
26,209
+2,427
754
$36K ﹤0.01%
12,021
755
$36K ﹤0.01%
15,595
-1,491
756
$24K ﹤0.01%
10,472
-506
757
– –
-11,663
758
– –
-11,312
759
– –
-133,319
760
– –
-2,502
761
– –
-2,484
762
– –
-22,143
763
– –
-25,489
764
– –
-61,175
765
– –
-8,380
766
– –
-4,121
767
– –
-294,597
768
– –
-10,000
769
– –
-15,221
770
– –
-4,098
771
– –
-10,206
772
– –
-16,488
773
– –
-6,317
774
– –
-4,918
775
– –
-12,410
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