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
101
$4.86M 0.11%
38,286
-1,378
102
$4.81M 0.1%
114,538
-5,777
103
$4.68M 0.1%
14,214
-1,133
104
$4.62M 0.1%
17,855
-1,218
105
$4.55M 0.1%
27,733
-2,877
106
$4.55M 0.1%
49,591
-2,556
107
$4.54M 0.1%
28,950
-1,982
108
$4.5M 0.1%
66,640
+2,944
109
$4.5M 0.1%
9,879
-1,323
110
$4.42M 0.1%
37,712
+8,755
111
$4.36M 0.09%
60,654
-19
112
$4.36M 0.09%
118,433
-495
113
$4.3M 0.09%
29,728
-1,534
114
$4.29M 0.09%
236,197
-31,184
115
$4.25M 0.09%
36,842
-3,982
116
$4.23M 0.09%
28,386
-1,119
117
$4.21M 0.09%
46,136
-2,669
118
$4.16M 0.09%
29,338
+8,163
119
$4.08M 0.09%
21,783
-1,435
120
$4.07M 0.09%
30,121
-4,411
121
$3.98M 0.09%
167,406
+110
122
$3.92M 0.08%
86,934
123
$3.83M 0.08%
122,440
-144,040
124
$3.79M 0.08%
40,651
-9,857
125
$3.77M 0.08%
51,179
-567
3 4
5
6 7