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
151
$3.15M 0.08%
25,703
+2,257
152
$3.14M 0.08%
39,779
+1,597
153
$3.14M 0.08%
51,481
154
$3.12M 0.08%
10,981
+44
155
$3.12M 0.08%
13,035
+397
156
$3.12M 0.08%
56,157
+3,758
157
$3.1M 0.08%
26,430
+828
158
$3.06M 0.07%
29,811
+1,976
159
$3.05M 0.07%
95,117
+12,381
160
$3.04M 0.07%
61,235
-501
161
$2.98M 0.07%
79,222
+774
162
$2.96M 0.07%
10,444
+187
163
$2.94M 0.07%
185,651
+652
164
$2.93M 0.07%
18,287
-10,482
165
$2.87M 0.07%
29,710
+596
166
$2.85M 0.07%
42,136
-90
167
$2.83M 0.07%
15,209
+852
168
$2.73M 0.07%
55,455
-73
169
$2.69M 0.07%
68,216
-32
170
$2.69M 0.07%
28,970
+854
171
$2.67M 0.07%
11,926
+993
172
$2.61M 0.06%
1,780
+77
173
$2.6M 0.06%
22,551
+1,013
174
$2.6M 0.06%
36,531
-1,899
175
$2.55M 0.06%
23,266
-376
5 6
7
8 9