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
176
$2.61M 0.05%
11,587
+315
177
$2.6M 0.05%
40,222
-1,655
178
$2.58M 0.05%
44,585
179
$2.54M 0.05%
104,273
-26,330
180
$2.51M 0.05%
49,150
-8,692
181
$2.51M 0.05%
46,715
-1,549
182
$2.43M 0.05%
146,432
-7,290
183
$2.43M 0.05%
28,721
-24,161
184
$2.42M 0.05%
51,040
-33,512
185
$2.4M 0.05%
34,364
-4,513
186
$2.37M 0.05%
49,307
-3,709
187
$2.37M 0.05%
16,358
-871
188
$2.33M 0.05%
54,464
-22,911
189
$2.32M 0.05%
33,113
+218
190
$2.29M 0.05%
31,546
-6,270
191
$2.28M 0.05%
56,000
192
$2.28M 0.05%
15,970
-1,684
193
$2.24M 0.04%
14,442
-1,068
194
$2.18M 0.04%
17,642
195
$2.17M 0.04%
23,702
-5,662
196
$2.16M 0.04%
15,910
-1,624
197
$2.14M 0.04%
13,554
+30
198
$2.13M 0.04%
51,928
-9,829
199
$2.12M 0.04%
29,989
+11,938
200
$2.1M 0.04%
101,660
-2,748
6 7
8
9 10