V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.91B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$2.62M
3 +$2.42M
4
WMB icon
Williams Companies
WMB
+$1.58M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.27M

Top Sells

1 +$2.8M
2 +$1.8M
3 +$1.78M
4
EPD icon
Enterprise Products Partners
EPD
+$1.6M
5
WFC icon
Wells Fargo
WFC
+$1.53M

Sector Composition

1 Financials 5.02%
2 Technology 4.43%
3 Healthcare 3.8%
4 Energy 3.44%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
-10,535
827
-11,438