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
$4.82B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$9.76M
3
+$8.88M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.76M
5
VDE icon
Vanguard Energy ETF
VDE
+$7.95M

Top Sells

1
+$20.2M
2
+$14.3M
3
+$10.7M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$7.58M
5
SLB icon
SLB Ltd
SLB
+$6.67M

Sector Composition

1 Energy 7.84%
2 Consumer Staples 7.47%
3 Financials 6.31%
4 Healthcare 4.74%
5 Technology 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.45M 0.18%
217,793
+45,812
102
$8.44M 0.18%
187,710
+8,172
103
$8.43M 0.17%
61,364
-2,282
104
$8.4M 0.17%
90,296
-709
105
$8.32M 0.17%
177,761
-135,921
106
$8.29M 0.17%
126,436
-4,392
107
$8.22M 0.17%
166,802
-661
108
$8.15M 0.17%
112,975
+889
109
$8.07M 0.17%
41,901
+19,608
110
$7.99M 0.17%
384,440
-80,403
111
$7.81M 0.16%
81,691
+53
112
$7.73M 0.16%
356,012
+21,250
113
$7.71M 0.16%
269,448
-12,780
114
$7.68M 0.16%
+1,969,481
115
$7.61M 0.16%
33,349
+27
116
$7.41M 0.15%
102,656
+47,951
117
$7.4M 0.15%
152,918
+15,330
118
$7.36M 0.15%
174,701
-14,090
119
$7.3M 0.15%
128,983
+374
120
$7.23M 0.15%
159,194
+65
121
$6.84M 0.14%
151,908
-1,150
122
$6.84M 0.14%
87,637
+3,985
123
$6.67M 0.14%
179,220
+2,586
124
$6.63M 0.14%
92,481
-6,665
125
$6.43M 0.13%
254,127
3 4
5
6 7