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
$4.37B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$48M
3
+$38.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$36.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$29.9M

Top Sells

1
+$57.7M
2
+$19.8M
3
+$18.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.92M

Sector Composition

1 Financials 4.92%
2 Technology 4.07%
3 Healthcare 3.79%
4 Energy 3.17%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.98M 0.05%
6,571
-530
202
$1.97M 0.05%
40,494
203
$1.96M 0.04%
33,009
-317
204
$1.96M 0.04%
16,722
+237
205
$1.91M 0.04%
118,212
-79
206
$1.89M 0.04%
29,538
-867
207
$1.87M 0.04%
50,801
+2,766
208
$1.85M 0.04%
16,242
+440
209
$1.84M 0.04%
53,727
-49,626
210
$1.83M 0.04%
45,130
-4,428
211
$1.82M 0.04%
13,908
212
$1.82M 0.04%
10,895
-831
213
$1.81M 0.04%
12,301
+327
214
$1.81M 0.04%
17,560
+346
215
$1.8M 0.04%
25,869
+5,051
216
$1.79M 0.04%
14,790
217
$1.78M 0.04%
49,046
-3,959
218
$1.77M 0.04%
26,846
+2,861
219
$1.75M 0.04%
22,303
+2,188
220
$1.74M 0.04%
36,953
+1,678
221
$1.74M 0.04%
14,492
-128
222
$1.73M 0.04%
11,618
+285
223
$1.72M 0.04%
26,085
-28
224
$1.71M 0.04%
35,984
225
$1.67M 0.04%
9,604
+1,237
7 8
9
10 11