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
$4.09B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$8.9M
3
+$7.43M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Top Sells

1
+$15.8M
2
+$15.2M
3
+$5.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.4M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.57M

Sector Composition

1 Energy 5.21%
2 Financials 4.99%
3 Healthcare 3.92%
4 Consumer Staples 3.49%
5 Technology 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.61M 0.21%
137,438
+2,167
77
$8.53M 0.21%
192,972
+58,520
78
$8.36M 0.2%
211,020
+4,680
79
$8.34M 0.2%
216,020
+10,400
80
$8.27M 0.2%
374,083
+10,810
81
$7.9M 0.19%
68,669
+200
82
$7.86M 0.19%
171,462
-9,541
83
$7.83M 0.19%
157,078
-23,924
84
$7.56M 0.18%
141,616
-4,826
85
$7.46M 0.18%
71,077
+3,492
86
$7.4M 0.18%
85,619
+457
87
$7.26M 0.18%
61,057
+45
88
$7.11M 0.17%
303,553
-15,273
89
$6.72M 0.16%
55,179
-143
90
$6.55M 0.16%
42,559
-825
91
$6.34M 0.15%
182,087
-10,232
92
$6.32M 0.15%
123,007
+6,491
93
$6.31M 0.15%
53,286
+8
94
$6.24M 0.15%
114,732
+1,921
95
$6.22M 0.15%
62,681
+1,476
96
$5.89M 0.14%
96,581
+201
97
$5.78M 0.14%
36,115
-2,112
98
$5.75M 0.14%
149,440
+599
99
$5.69M 0.14%
138,484
+7,996
100
$5.66M 0.14%
109,421
+23,597
2 3
4
5 6