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
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$8.04M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.25M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.1M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$8.1M
4
BUD icon
AB InBev
BUD
+$6.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.89M

Sector Composition

1 Financials 5.29%
2 Technology 4.12%
3 Healthcare 3.68%
4 Energy 3.36%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.48M 0.05%
11,293
-294
177
$2.48M 0.05%
174,527
+665
178
$2.48M 0.05%
37,293
-3,710
179
$2.46M 0.05%
58,840
+4,376
180
$2.41M 0.05%
44,340
-1,602
181
$2.41M 0.05%
16,575
+605
182
$2.41M 0.05%
28,833
+670
183
$2.38M 0.05%
34,881
+517
184
$2.35M 0.05%
56,000
185
$2.31M 0.05%
33,275
+162
186
$2.31M 0.05%
26,822
-3,206
187
$2.31M 0.05%
14,324
-118
188
$2.28M 0.05%
51,101
+1,794
189
$2.24M 0.05%
28,925
+204
190
$2.21M 0.05%
16,309
-49
191
$2.2M 0.05%
33,651
+2,105
192
$2.2M 0.05%
90,166
-14,107
193
$2.16M 0.05%
17,192
-450
194
$2.14M 0.05%
9,668
-284
195
$2.12M 0.05%
13,569
+15
196
$2.12M 0.05%
28,961
+323
197
$2.11M 0.05%
89,530
-11,950
198
$2.11M 0.05%
15,182
-7
199
$2.1M 0.05%
22,178
-1,524
200
$2.09M 0.05%
15,514
-396
6 7
8
9 10