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
776
$89K ﹤0.01%
10,469
+384
777
$88K ﹤0.01%
14,894
-10,683
778
$80K ﹤0.01%
21,233
+1,615
779
$69K ﹤0.01%
2
780
$69K ﹤0.01%
4,900
781
$69K ﹤0.01%
+3,696
782
$63K ﹤0.01%
20,001
-2,099
783
$49K ﹤0.01%
+61
784
$4K ﹤0.01%
+100
785
– –
-11,962
786
– –
-6,429
787
– –
-6,804
788
– –
-14,811
789
– –
-39,650
790
– –
-3,556
791
– –
-6,010
792
– –
-6,254
793
– –
-2,545
794
– –
-17,024
795
– –
-25,836
796
– –
-2,791
797
– –
-20,285
798
– –
0
799
– –
-5,002
800
– –
-8,157
29 30 31
32
33