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
201
$2.05M 0.05%
14,502
+154
202
$2.04M 0.05%
17,439
+2,199
203
$2.04M 0.05%
9,713
-771
204
$2.03M 0.05%
26,182
+1,057
205
$2.03M 0.05%
16,594
+1,262
206
$2M 0.05%
11,275
-12
207
$2M 0.05%
35,794
-3,520
208
$1.98M 0.05%
12,229
-69
209
$1.96M 0.05%
14,623
210
$1.96M 0.05%
33,914
-2,757
211
$1.91M 0.05%
28,568
-3,355
212
$1.91M 0.05%
27,464
+1
213
$1.9M 0.05%
31,991
214
$1.9M 0.05%
39,986
+1,566
215
$1.87M 0.05%
29,036
+3,199
216
$1.87M 0.05%
17,664
+596
217
$1.86M 0.05%
10,804
+196
218
$1.85M 0.05%
26,580
-3,580
219
$1.84M 0.04%
30,297
-1,304
220
$1.82M 0.04%
16,851
+1,544
221
$1.81M 0.04%
25,082
+3,195
222
$1.8M 0.04%
21,347
-187
223
$1.79M 0.04%
13,494
+31
224
$1.77M 0.04%
16,196
+1,663
225
$1.74M 0.04%
30,974
+1,455
7 8
9
10 11