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
151
$3.31M 0.07%
31,744
-9,192
152
$3.3M 0.07%
17,753
-436
153
$3.23M 0.06%
93,597
+14,816
154
$3.21M 0.06%
36,044
155
$3.2M 0.06%
39,508
-19,288
156
$3.1M 0.06%
12,443
-939
157
$3M 0.06%
173,862
+1,842
158
$2.92M 0.06%
44,702
-2,459
159
$2.92M 0.06%
40,221
-14,438
160
$2.9M 0.06%
47,868
-11,962
161
$2.89M 0.06%
11,351
-1,609
162
$2.87M 0.06%
15,118
-3,574
163
$2.86M 0.06%
74,704
-14,094
164
$2.81M 0.06%
30,028
+182
165
$2.75M 0.06%
41,003
+2,280
166
$2.74M 0.06%
83,306
-8,980
167
$2.72M 0.05%
39,036
+16,940
168
$2.72M 0.05%
14,476
+428
169
$2.69M 0.05%
47,695
+13,522
170
$2.68M 0.05%
15,825
+472
171
$2.67M 0.05%
15,615
-8,586
172
$2.65M 0.05%
12,694
+1,057
173
$2.61M 0.05%
18,100
-1,780
174
$2.61M 0.05%
49,706
-3,773
175
$2.61M 0.05%
101,480
-21,040
5 6
7
8 9