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
926
$43K ﹤0.01%
+10,574
927
$43K ﹤0.01%
+2,857
928
0
929
$40K ﹤0.01%
+15,000
930
$30K ﹤0.01%
+14,214
931
$23K ﹤0.01%
+13,404
932
$19K ﹤0.01%
+500
933
0