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
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.09M
3
+$6.24M
4
HD icon
Home Depot
HD
+$4.93M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.55M

Top Sells

1
+$28.4M
2
+$22.2M
3
+$21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M

Sector Composition

1 Technology 5.91%
2 Financials 4.21%
3 Healthcare 3.71%
4 Consumer Staples 2.83%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.19M 0.05%
34,437
-3,746
177
$2.19M 0.05%
43,413
-105,192
178
$2.16M 0.05%
53,951
-67,710
179
$2.16M 0.05%
302,885
+19,354
180
$2.14M 0.05%
54,531
+454
181
$2.13M 0.05%
3,036
-1,064
182
$2.11M 0.05%
22,682
-2,079
183
$2.1M 0.05%
7,091
-651
184
$2.09M 0.05%
81,611
-50,966
185
$2.08M 0.04%
13,220
-1,091
186
$2.05M 0.04%
14,496
-1,318
187
$2.03M 0.04%
8,495
-223
188
$2.01M 0.04%
23,328
-1,292
189
$2.01M 0.04%
15,442
190
$2M 0.04%
10,644
-865
191
$1.99M 0.04%
31,995
-2,018
192
$1.98M 0.04%
23,826
+335
193
$1.96M 0.04%
28,178
-971
194
$1.95M 0.04%
13,049
195
$1.95M 0.04%
40,341
-3,960
196
$1.95M 0.04%
37,509
-3,985
197
$1.94M 0.04%
25,511
-9,213
198
$1.93M 0.04%
9,714
-700
199
$1.93M 0.04%
6,653
-648
200
$1.91M 0.04%
71,248
-1,025
6 7
8
9 10