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
$4.63B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$69.6M
3
+$26.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.1M

Top Sells

1
+$66.2M
2
+$36.8M
3
+$29.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$26.5M
5
AAPL icon
Apple
AAPL
+$6.53M

Sector Composition

1 Financials 5.14%
2 Technology 3.89%
3 Energy 3.62%
4 Healthcare 3.61%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.69M 0.17%
50,490
-5,865
77
$8.63M 0.17%
94,712
-362
78
$8.62M 0.17%
39,091
-2,638
79
$8.49M 0.17%
74,448
-5,265
80
$8.47M 0.17%
62,922
-8,153
81
$8.42M 0.17%
57,411
-2,939
82
$8.2M 0.16%
149,455
-31,777
83
$7.7M 0.15%
134,872
-14,694
84
$7.68M 0.15%
424,979
-71,847
85
$7.47M 0.15%
147,384
86
$7.42M 0.15%
47,613
-520
87
$7.2M 0.14%
131,511
+420
88
$7.13M 0.14%
126,516
+4,362
89
$7.12M 0.14%
59,996
-270
90
$7.11M 0.14%
63,625
+61,023
91
$6.89M 0.14%
384,515
-53,003
92
$6.81M 0.14%
128,724
-1,394
93
$6.76M 0.14%
126,226
-16,636
94
$6.72M 0.14%
189,165
-7,694
95
$6.71M 0.13%
35,911
+334
96
$6.69M 0.13%
117,528
+6,196
97
$6.55M 0.13%
64,746
-17,438
98
$6.49M 0.13%
47,831
+1,176
99
$6.42M 0.13%
135,682
-6,439
100
$6.36M 0.13%
160,736
-28,525
2 3
4
5 6