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
126
$3.73M 0.08%
21,362
-833
127
$3.71M 0.08%
69,729
-554
128
$3.64M 0.08%
119,749
-26,775
129
$3.63M 0.08%
17,577
-2,743
130
$3.5M 0.08%
132,574
-5,786
131
$3.46M 0.07%
36,395
-2,072
132
$3.29M 0.07%
65,161
-2,588
133
$3.24M 0.07%
49,825
-1,444
134
$3.14M 0.07%
40,853
-2,823
135
$3.14M 0.07%
22,915
-1,264
136
$3.12M 0.07%
17,016
-2,837
137
$3.05M 0.07%
13,067
-1,091
138
$3.05M 0.07%
14,372
-2,751
139
$2.98M 0.06%
58,312
-2,701
140
$2.96M 0.06%
54,705
+5,894
141
$2.9M 0.06%
16,538
-692
142
$2.9M 0.06%
35,699
-6,224
143
$2.86M 0.06%
53,235
-560
144
$2.84M 0.06%
22,468
-1,892
145
$2.83M 0.06%
16,654
+160
146
$2.79M 0.06%
14,101
+1,209
147
$2.72M 0.06%
22,684
-840
148
$2.71M 0.06%
157,977
+364
149
$2.7M 0.06%
52,882
-7,253
150
$2.67M 0.06%
84,760
-2,700
4 5
6
7 8