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
State Street SPDR S&P 500 Fossil Fuel Reserves 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
– –
-11,312
758
– –
-133,319
759
– –
-2,502
760
– –
-2,484
761
– –
-4,098
762
– –
-10,206
763
– –
-16,488
764
– –
-2,932
765
– –
-191,184
766
– –
-3,027
767
– –
-7,530
768
– –
-52,734
769
– –
-12,428
770
– –
-106,650
771
– –
-13,896
772
– –
-10,889
773
– –
-32,371
774
– –
-7,891
775
– –
0
28 29 30
31
32