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
851
$207K 0.01%
+6,507
852
$207K 0.01%
+4,725
853
$206K 0.01%
+13,648
854
$206K 0.01%
+5,019
855
$204K ﹤0.01%
+3,290
856
$204K ﹤0.01%
+11,140
857
$203K ﹤0.01%
+7,576
858
$202K ﹤0.01%
+12,191
859
$201K ﹤0.01%
+25,000
860
$200K ﹤0.01%
+7,333
861
$200K ﹤0.01%
+4,837
862
$198K ﹤0.01%
+11,058
863
$197K ﹤0.01%
+12,545
864
$196K ﹤0.01%
+14,784
865
$192K ﹤0.01%
+16,998
866
$192K ﹤0.01%
+5,589
867
$188K ﹤0.01%
+10,513
868
$186K ﹤0.01%
+15,400
869
$186K ﹤0.01%
+30,000
870
$181K ﹤0.01%
+10,976
871
$181K ﹤0.01%
+7,378
872
$179K ﹤0.01%
+28,789
873
$178K ﹤0.01%
+10,000
874
$177K ﹤0.01%
+11,058
875
$174K ﹤0.01%
+16,206
33 34
35
36 37