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
101
$6.29M 0.13%
49,999
+1,967
102
$6.05M 0.12%
89,855
-32,088
103
$5.94M 0.12%
20,131
-2,229
104
$5.85M 0.12%
124,203
-10,916
105
$5.83M 0.12%
78,412
-3,703
106
$5.75M 0.12%
285,467
-5,525
107
$5.66M 0.11%
113,204
-23,429
108
$5.57M 0.11%
41,547
-3,253
109
$5.3M 0.11%
79,398
-27,995
110
$5.22M 0.1%
98,838
-2,301
111
$5.17M 0.1%
61,860
-24,291
112
$5.15M 0.1%
47,721
-1,899
113
$5.04M 0.1%
34,254
-759
114
$4.99M 0.1%
110,288
-2,372
115
$4.71M 0.09%
88,131
-2,950
116
$4.63M 0.09%
118,648
-60,484
117
$4.63M 0.09%
140,607
-30,225
118
$4.4M 0.09%
19,920
+424
119
$4.35M 0.09%
279,847
+4,291
120
$4.29M 0.09%
191,184
121
$4.25M 0.09%
107,256
-13,896
122
$4.17M 0.08%
23,989
-3,006
123
$4.17M 0.08%
81,184
+10,021
124
$4.15M 0.08%
109,056
-3,755
125
$4.14M 0.08%
41,668
+396
3 4
5
6 7