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
76
$8.54M 0.21%
+279,201
77
$8.52M 0.21%
+192,320
78
$8.51M 0.2%
+168,989
79
$8.5M 0.2%
+157,080
80
$8.48M 0.2%
+349,991
81
$8.37M 0.2%
+575,397
82
$8.29M 0.2%
+88,495
83
$8.26M 0.2%
+393,300
84
$8.22M 0.2%
+91,106
85
$8.19M 0.2%
+143,142
86
$7.89M 0.19%
+195,804
87
$7.78M 0.19%
+78,614
88
$7.69M 0.19%
+91,808
89
$7.69M 0.19%
+92,969
90
$7.59M 0.18%
+68,110
91
$7.51M 0.18%
+187,661
92
$7.4M 0.18%
+193,390
93
$7.4M 0.18%
+131,160
94
$7.39M 0.18%
+432,898
95
$7.3M 0.18%
+171,319
96
$7.25M 0.17%
+84,396
97
$7.12M 0.17%
+204,144
98
$7.12M 0.17%
+231,855
99
$7.08M 0.17%
+172,082
100
$6.98M 0.17%
+119,350
2 3
4
5 6