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
101
$5.53M 0.14%
158,073
-6,973
102
$5.51M 0.13%
70,667
-157
103
$5.41M 0.13%
140,828
+3,317
104
$5.39M 0.13%
21,563
+231
105
$5.37M 0.13%
86,147
-225
106
$5.33M 0.13%
74,363
+4,979
107
$5.32M 0.13%
45,968
-14,078
108
$5.31M 0.13%
177,940
+676
109
$5.07M 0.12%
121,941
+52
110
$4.85M 0.12%
130,340
-11,432
111
$4.71M 0.12%
79,340
+3,641
112
$4.67M 0.11%
26,296
-341
113
$4.49M 0.11%
58,572
+307
114
$4.37M 0.11%
43,198
+454
115
$4.36M 0.11%
111,540
-20,196
116
$4.28M 0.1%
185,835
+933
117
$4.22M 0.1%
58,422
+4,057
118
$4.19M 0.1%
97,469
-2,015
119
$4.12M 0.1%
81,909
+785
120
$4.12M 0.1%
102,227
-37,287
121
$4.08M 0.1%
93,937
+1,540
122
$4.07M 0.1%
62,376
+7,612
123
$4.07M 0.1%
43,563
124
$3.93M 0.1%
37,913
+870
125
$3.86M 0.09%
33,652
-3,295
3 4
5
6 7