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
126
$3.84M 0.09%
46,460
-230
127
$3.82M 0.09%
26,117
+520
128
$3.78M 0.09%
24,161
+634
129
$3.75M 0.09%
+83,015
130
$3.68M 0.09%
33,146
+3,786
131
$3.68M 0.09%
50,026
-2,643
132
$3.59M 0.09%
80,883
+4,434
133
$3.57M 0.09%
191,184
134
$3.56M 0.09%
16,070
-1,894
135
$3.55M 0.09%
49,792
+1,182
136
$3.52M 0.09%
105,145
137
$3.51M 0.09%
108,833
+1,108
138
$3.51M 0.09%
181,542
+3,808
139
$3.5M 0.09%
30,684
+998
140
$3.42M 0.08%
21,964
+561
141
$3.39M 0.08%
83,424
142
$3.33M 0.08%
50,970
-2,256
143
$3.3M 0.08%
44,530
-13,087
144
$3.29M 0.08%
64,800
-19,602
145
$3.26M 0.08%
40,534
+300
146
$3.24M 0.08%
66,494
+500
147
$3.23M 0.08%
45,284
-2,318
148
$3.2M 0.08%
104,192
+37,296
149
$3.2M 0.08%
38,632
+3,040
150
$3.18M 0.08%
57,476
+4,187
4 5
6
7 8