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
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.09M
3
+$6.24M
4
HD icon
Home Depot
HD
+$4.93M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.55M

Top Sells

1
+$28.4M
2
+$22.2M
3
+$21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M

Sector Composition

1 Technology 5.91%
2 Financials 4.21%
3 Healthcare 3.71%
4 Consumer Staples 2.83%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.03M 0.15%
70,280
-21,731
77
$6.75M 0.15%
141,873
-71,977
78
$6.64M 0.14%
131,956
+25,185
79
$6.54M 0.14%
108,876
+68,984
80
$6.52M 0.14%
94,911
-12,936
81
$6.5M 0.14%
169,850
+30,965
82
$6.34M 0.14%
249,414
+178,800
83
$6.33M 0.14%
64,606
-3,116
84
$6.25M 0.14%
47,937
-2,498
85
$6.22M 0.13%
261,850
-20,712
86
$6.14M 0.13%
115,335
-319
87
$5.98M 0.13%
99,548
-8,512
88
$5.91M 0.13%
342,531
+15,270
89
$5.89M 0.13%
147,296
-58,214
90
$5.77M 0.12%
104,323
-10,612
91
$5.69M 0.12%
92,326
-6,284
92
$5.64M 0.12%
23,901
-853
93
$5.46M 0.12%
15,072
-797
94
$5.43M 0.12%
92,556
-20,689
95
$5.33M 0.12%
37,276
+965
96
$5.25M 0.11%
398,021
-45,857
97
$5.25M 0.11%
31,053
-2,081
98
$5.19M 0.11%
129,882
-10,266
99
$5.11M 0.11%
23,807
-1,273
100
$4.98M 0.11%
16,434
-1,204
2 3
4
5 6