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
State Street Energy Select Sector SPDR ETF
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
201
$2.08M 0.04%
34,908
-1,213
202
$2.06M 0.04%
15,189
-1,560
203
$2.03M 0.04%
13,908
204
$2.03M 0.04%
28,163
+5,547
205
$2.02M 0.04%
9,952
-1,364
206
$2.02M 0.04%
41,335
-5,876
207
$2.02M 0.04%
45,942
+19
208
$2.01M 0.04%
40,892
209
$2M 0.04%
52,125
-32,054
210
$2M 0.04%
6,292
-1,070
211
$2M 0.04%
67,853
-6,414
212
$1.99M 0.04%
16,517
-12,136
213
$1.99M 0.04%
27,971
-494
214
$1.96M 0.04%
36,328
-3,799
215
$1.96M 0.04%
11,924
-1,849
216
$1.96M 0.04%
10,960
-172
217
$1.91M 0.04%
13,447
218
$1.89M 0.04%
28,638
-53,905
219
$1.86M 0.04%
12,054
-160
220
$1.86M 0.04%
22,065
-3,852
221
$1.84M 0.04%
3,577
-74
222
$1.83M 0.04%
95,100
-8,120
223
$1.81M 0.04%
22,416
+6,792
224
$1.81M 0.04%
24,232
-1,489
225
$1.8M 0.04%
11,473
-635
7 8
9
10 11