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
$4.82B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$9.76M
3
+$8.88M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.76M
5
VDE icon
Vanguard Energy ETF
VDE
+$7.95M

Top Sells

1
+$20.2M
2
+$14.3M
3
+$10.7M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$7.58M
5
SLB icon
SLB Ltd
SLB
+$6.67M

Sector Composition

1 Energy 7.84%
2 Consumer Staples 7.47%
3 Financials 6.31%
4 Healthcare 4.74%
5 Technology 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.73M 0.08%
117,827
-15,184
177
$3.64M 0.08%
52,709
-385
178
$3.61M 0.07%
31,254
-2,403
179
$3.56M 0.07%
27,420
-7,482
180
$3.52M 0.07%
36,904
-1,463
181
$3.5M 0.07%
27,825
-295
182
$3.43M 0.07%
67,971
+3,870
183
$3.42M 0.07%
291,196
+18,145
184
$3.41M 0.07%
46,234
-9,100
185
$3.39M 0.07%
41,052
+586
186
$3.38M 0.07%
100,342
+4,286
187
$3.36M 0.07%
98,016
-3,948
188
$3.35M 0.07%
99,997
189
$3.35M 0.07%
71,792
-12,680
190
$3.27M 0.07%
77,527
-5,153
191
$3.24M 0.07%
52,554
-1,713
192
$3.21M 0.07%
85,870
193
$3.21M 0.07%
105,145
194
$3.13M 0.06%
105,217
-2,059
195
$3.1M 0.06%
16,005
+80
196
$3.1M 0.06%
85,287
-3,847
197
$3.09M 0.06%
53,679
-700
198
$3.06M 0.06%
87,118
+625
199
$3.03M 0.06%
39,822
-744
200
$3.03M 0.06%
128,154
-8,696
6 7
8
9 10