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
151
$2.64M 0.06%
7,234
-542
152
$2.61M 0.06%
23,479
-2,543
153
$2.59M 0.06%
35,409
-609
154
$2.58M 0.06%
10,694
-1,239
155
$2.57M 0.06%
42,505
-2,396
156
$2.55M 0.06%
9,705
-698
157
$2.55M 0.06%
+51,946
158
$2.53M 0.05%
31,610
-842
159
$2.47M 0.05%
18,418
-1,363
160
$2.45M 0.05%
13,609
-19,553
161
$2.44M 0.05%
56,400
-512,421
162
$2.42M 0.05%
56,710
-690
163
$2.41M 0.05%
69,182
-157,001
164
$2.39M 0.05%
13,273
-886
165
$2.39M 0.05%
14,262
-1,086
166
$2.38M 0.05%
1,495
-130
167
$2.34M 0.05%
57,433
-2,999
168
$2.33M 0.05%
21,687
+2,642
169
$2.31M 0.05%
29,629
-1,506
170
$2.29M 0.05%
40,689
-6,239
171
$2.28M 0.05%
69,642
+3,348
172
$2.27M 0.05%
31,500
-6,270
173
$2.26M 0.05%
13,500
-1,823
174
$2.26M 0.05%
4,427
+131
175
$2.2M 0.05%
42,532
-2,820
5 6
7
8 9