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
$4.12B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$502M
2
+$409M
3
+$127M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$105M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$91.5M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.89%
2 Consumer Staples 8.26%
3 Financials 5.75%
4 Healthcare 4.37%
5 Technology 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$225K 0.01%
+1,296
827
$225K 0.01%
+20,000
828
$224K 0.01%
+1,888
829
$224K 0.01%
+2,027
830
$223K 0.01%
+3,114
831
$223K 0.01%
+3,929
832
$223K 0.01%
+23,355
833
$222K 0.01%
+4,156
834
$221K 0.01%
+21,987
835
$220K 0.01%
+2,707
836
$219K 0.01%
+100,000
837
$219K 0.01%
+19,856
838
$216K 0.01%
+3,622
839
$216K 0.01%
+4,393
840
$216K 0.01%
+4,592
841
$214K 0.01%
+7,184
842
$214K 0.01%
+4,357
843
$213K 0.01%
+4,264
844
$213K 0.01%
+3,632
845
$212K 0.01%
+14,860
846
$211K 0.01%
+3,677
847
$210K 0.01%
+6,714
848
$209K 0.01%
+3,978
849
$208K 0.01%
+4,565
850
$207K 0.01%
+2,410
32 33
34
35 36