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
126
$3.99M 0.08%
23,900
-4,239
127
$3.98M 0.08%
25,267
-2,073
128
$3.95M 0.08%
37,834
+2,836
129
$3.94M 0.08%
2,266
+410
130
$3.88M 0.08%
52,291
+1,024
131
$3.87M 0.08%
83,144
132
$3.85M 0.08%
52,287
-20,805
133
$3.81M 0.08%
66,386
+13,911
134
$3.76M 0.08%
45,719
+528
135
$3.75M 0.08%
59,949
-5,819
136
$3.73M 0.08%
21,302
-3,081
137
$3.71M 0.07%
31,168
-1,834
138
$3.61M 0.07%
746,240
-76,760
139
$3.57M 0.07%
44,263
-1,365
140
$3.53M 0.07%
55,165
+4,220
141
$3.47M 0.07%
29,630
-929
142
$3.46M 0.07%
48,341
-8,165
143
$3.46M 0.07%
22,589
-1,466
144
$3.46M 0.07%
57,308
145
$3.43M 0.07%
19,981
-4,522
146
$3.4M 0.07%
45,012
-4,575
147
$3.36M 0.07%
45,582
+381
148
$3.35M 0.07%
36,043
-2,694
149
$3.33M 0.07%
10,375
-10,625
150
$3.33M 0.07%
266,306
+85,457
4 5
6
7 8