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
$4.91B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$2.63M
3
+$2.41M
4
WMB icon
Williams Companies
WMB
+$1.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.28M

Top Sells

1
+$2.86M
2
+$1.81M
3
+$1.75M
4
EPD icon
Enterprise Products Partners
EPD
+$1.59M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Financials 5.02%
2 Technology 4.42%
3 Healthcare 3.8%
4 Energy 3.44%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.53M 0.05%
27,156
177
$2.52M 0.05%
27,583
-1,333
178
$2.52M 0.05%
58,639
+1,772
179
$2.51M 0.05%
15,264
+4
180
$2.51M 0.05%
54,189
-2,219
181
$2.51M 0.05%
7,101
+249
182
$2.47M 0.05%
35,110
-1,245
183
$2.47M 0.05%
33,828
+369
184
$2.42M 0.05%
36,166
-9,141
185
$2.35M 0.05%
29,431
+2,009
186
$2.35M 0.05%
37,330
+130
187
$2.34M 0.05%
13,583
+14
188
$2.31M 0.05%
33,326
189
$2.28M 0.05%
48,936
-1,894
190
$2.25M 0.05%
58,168
+10,601
191
$2.25M 0.05%
16,485
-563
192
$2.23M 0.04%
44,046
-150
193
$2.19M 0.04%
23,098
+79
194
$2.19M 0.04%
17,214
+45
195
$2.17M 0.04%
118,291
-1,670
196
$2.16M 0.04%
10,549
+768
197
$2.15M 0.04%
15,322
-244
198
$2.14M 0.04%
49,100
+420
199
$2.14M 0.04%
28,569
+63
200
$2.14M 0.04%
90,016
-90
6 7
8
9 10