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
$4.82B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$9.76M
3
+$8.88M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.76M
5
VDE icon
Vanguard Energy ETF
VDE
+$7.95M

Top Sells

1
+$20.2M
2
+$14.3M
3
+$10.7M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$7.58M
5
SLB icon
SLB Ltd
SLB
+$6.67M

Sector Composition

1 Energy 7.84%
2 Consumer Staples 7.47%
3 Financials 6.31%
4 Healthcare 4.74%
5 Technology 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$274K 0.01%
4,443
+1,072
777
$273K 0.01%
3,669
+83
778
$273K 0.01%
3,835
779
$272K 0.01%
12,900
+3,044
780
$271K 0.01%
2,447
-390
781
$271K 0.01%
10,926
-45,878
782
$270K 0.01%
16,888
-2,433
783
$270K 0.01%
14,161
-1,623
784
$269K 0.01%
2,650
785
$268K 0.01%
+15,864
786
$265K 0.01%
1,780
+77
787
$262K 0.01%
+4,755
788
$260K 0.01%
4,784
+40
789
$260K 0.01%
2,148
+43
790
$259K 0.01%
7,080
-3,960
791
$259K 0.01%
4,060
-2,412
792
$258K 0.01%
+14,739
793
$258K 0.01%
2,840
-2,000
794
$256K 0.01%
5,652
+660
795
$254K 0.01%
6,680
796
$253K 0.01%
2,909
-193
797
$252K 0.01%
52,487
-6,395
798
$250K 0.01%
4,636
-1,238
799
$250K 0.01%
5,056
800
$250K 0.01%
6,564
+53
30 31
32
33 34