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
876
$204K ﹤0.01%
+5,000
877
$204K ﹤0.01%
+13,535
878
$203K ﹤0.01%
+3,588
879
$203K ﹤0.01%
+2,977
880
$202K ﹤0.01%
4,557
881
$202K ﹤0.01%
+4,287
882
$202K ﹤0.01%
+4,480
883
$201K ﹤0.01%
4,029
+235
884
$200K ﹤0.01%
+7,433
885
$191K ﹤0.01%
18,760
-3,852
886
$191K ﹤0.01%
89,255
+13,155
887
$190K ﹤0.01%
+30,140
888
$189K ﹤0.01%
104,000
-25,000
889
$188K ﹤0.01%
24,855
+910
890
$182K ﹤0.01%
25,500
891
$180K ﹤0.01%
13,654
-21,424
892
$171K ﹤0.01%
16,861
+1,861
893
$166K ﹤0.01%
1,250
+400
894
$164K ﹤0.01%
39,487
-5,291
895
$163K ﹤0.01%
15,850
896
$163K ﹤0.01%
11,126
-20,915
897
$162K ﹤0.01%
5,030
-2,055
898
$161K ﹤0.01%
+2,450
899
$159K ﹤0.01%
3,453
900
$157K ﹤0.01%
+12,025
34 35
36
37 38