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
State Street Energy Select Sector SPDR ETF
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
176
$2.54M 0.06%
38,959
+3,684
177
$2.53M 0.06%
34,620
+3,800
178
$2.5M 0.06%
44,544
-1,564
179
$2.46M 0.06%
35,698
+1,011
180
$2.45M 0.06%
34,600
+752
181
$2.42M 0.06%
199,112
+4,666
182
$2.38M 0.06%
110,448
-1,214
183
$2.33M 0.06%
44,061
-162
184
$2.32M 0.06%
30,675
+1,062
185
$2.31M 0.06%
58,437
-14,637
186
$2.29M 0.06%
61,833
+248
187
$2.28M 0.06%
81,429
+7,541
188
$2.22M 0.05%
18,497
+579
189
$2.2M 0.05%
40,635
+1,622
190
$2.19M 0.05%
62,871
+9,493
191
$2.19M 0.05%
21,253
+908
192
$2.18M 0.05%
31,713
+2,949
193
$2.18M 0.05%
63,076
+23,798
194
$2.17M 0.05%
98,961
+1,423
195
$2.16M 0.05%
51,171
+2,960
196
$2.15M 0.05%
17,915
-155
197
$2.14M 0.05%
88,322
-84
198
$2.06M 0.05%
773,920
+152,320
199
$2.06M 0.05%
14,505
+781
200
$2.06M 0.05%
23,576
-406
6 7
8
9 10