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
851
$222K ﹤0.01%
11,827
-78
852
$221K ﹤0.01%
13,648
853
$219K ﹤0.01%
+9,165
854
$219K ﹤0.01%
9,132
+516
855
$218K ﹤0.01%
15,450
-61,425
856
$217K ﹤0.01%
+3,721
857
$217K ﹤0.01%
2,523
858
$215K ﹤0.01%
10,892
-1,602
859
$214K ﹤0.01%
+4,731
860
$213K ﹤0.01%
8,190
861
$213K ﹤0.01%
2,299
-566
862
$212K ﹤0.01%
+5,489
863
$212K ﹤0.01%
1,830
864
$212K ﹤0.01%
+1,690
865
$211K ﹤0.01%
+1,409
866
$211K ﹤0.01%
+7,118
867
$210K ﹤0.01%
4,605
+80
868
$210K ﹤0.01%
2,540
+10
869
$209K ﹤0.01%
9,397
+615
870
$206K ﹤0.01%
2,633
-426
871
$206K ﹤0.01%
+10,187
872
$206K ﹤0.01%
+4,853
873
$206K ﹤0.01%
+29,492
874
$205K ﹤0.01%
+7,115
875
$204K ﹤0.01%
+5,116
33 34
35
36 37