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
201
$2.07M 0.04%
28,506
-1,483
202
$1.97M 0.04%
24,519
-3,452
203
$1.96M 0.04%
41,851
+516
204
$1.94M 0.04%
35,669
+761
205
$1.94M 0.04%
12,957
-1,030
206
$1.94M 0.04%
36,284
-10,431
207
$1.92M 0.04%
50,872
-1,253
208
$1.91M 0.04%
17,165
-511
209
$1.91M 0.04%
11,356
+1,753
210
$1.91M 0.04%
37,012
+684
211
$1.9M 0.04%
11,967
+43
212
$1.89M 0.04%
85,950
-15,710
213
$1.89M 0.04%
13,908
214
$1.87M 0.04%
13,447
215
$1.86M 0.04%
6,799
+507
216
$1.85M 0.04%
12,857
+803
217
$1.85M 0.04%
15,941
-1,365
218
$1.82M 0.04%
37,647
-3,245
219
$1.81M 0.04%
18,127
+14
220
$1.8M 0.04%
22,416
221
$1.77M 0.04%
24,307
222
$1.77M 0.04%
44,016
+1,733
223
$1.77M 0.04%
16,045
-472
224
$1.75M 0.04%
11,291
-182
225
$1.74M 0.04%
18,729
-104
7 8
9
10 11