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
$4.37B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$48M
3
+$38.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$36.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$29.9M

Top Sells

1
+$57.7M
2
+$19.8M
3
+$18.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.92M

Sector Composition

1 Financials 4.92%
2 Technology 4.07%
3 Healthcare 3.79%
4 Energy 3.17%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.07M 0.07%
46,886
+6,623
152
$3.02M 0.07%
46,870
-1,193
153
$3.01M 0.07%
23,794
+286
154
$2.99M 0.07%
45,179
-498
155
$2.94M 0.07%
41,148
+6,038
156
$2.93M 0.07%
52,138
+14,808
157
$2.91M 0.07%
212,826
-35,471
158
$2.87M 0.07%
79,404
-15,936
159
$2.84M 0.06%
16,709
-47
160
$2.82M 0.06%
10,750
-107
161
$2.81M 0.06%
842,120
+22,840
162
$2.78M 0.06%
44,224
+2,192
163
$2.75M 0.06%
90,882
+81,479
164
$2.75M 0.06%
102,620
-1,900
165
$2.73M 0.06%
294,245
+262,499
166
$2.67M 0.06%
+17,083
167
$2.64M 0.06%
30,735
+3,579
168
$2.64M 0.06%
10,083
-121
169
$2.61M 0.06%
54,146
-43
170
$2.58M 0.06%
17,255
+732
171
$2.51M 0.06%
40,948
-3,450
172
$2.48M 0.06%
62,132
173
$2.48M 0.06%
15,826
-238
174
$2.48M 0.06%
39,650
-2,036
175
$2.48M 0.06%
49,038
-749
5 6
7
8 9