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
$4.12B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$502M
2
+$409M
3
+$127M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$105M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$91.5M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.89%
2 Consumer Staples 8.26%
3 Financials 5.75%
4 Healthcare 4.37%
5 Technology 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.18M 0.12%
+18,299
127
$5.18M 0.12%
+72,009
128
$5.16M 0.12%
+110,691
129
$5.01M 0.12%
+44,525
130
$4.91M 0.12%
+110,338
131
$4.91M 0.12%
+86,439
132
$4.87M 0.12%
+33,688
133
$4.83M 0.12%
+56,192
134
$4.81M 0.12%
+104,525
135
$4.78M 0.12%
+87,594
136
$4.7M 0.11%
+110,387
137
$4.69M 0.11%
+137,375
138
$4.65M 0.11%
+88,570
139
$4.59M 0.11%
+53,067
140
$4.44M 0.11%
+58,716
141
$4.42M 0.11%
+58,191
142
$4.37M 0.11%
+46,952
143
$4.17M 0.1%
+191,767
144
$4.06M 0.1%
+36,754
145
$4.06M 0.1%
+47,575
146
$4.02M 0.1%
+82,726
147
$4.01M 0.1%
+65,042
148
$4M 0.1%
+77,988
149
$3.99M 0.1%
+258,081
150
$3.91M 0.09%
+47,441
4 5
6
7 8