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
201
$1.91M 0.04%
37,252
+821
202
$1.9M 0.04%
58,680
-3,000
203
$1.9M 0.04%
18,015
-273
204
$1.89M 0.04%
50,281
-4,454
205
$1.89M 0.04%
32,950
-65
206
$1.87M 0.04%
9,834
-945
207
$1.82M 0.04%
12,201
+420
208
$1.82M 0.04%
14,844
-1,181
209
$1.82M 0.04%
8,435
+1,734
210
$1.82M 0.04%
75,868
-11,056
211
$1.79M 0.04%
35,437
-9,631
212
$1.79M 0.04%
91,533
-91,324
213
$1.79M 0.04%
31,024
-1,776
214
$1.79M 0.04%
9,273
+18
215
$1.79M 0.04%
14,458
-402
216
$1.75M 0.04%
21,971
-1,480
217
$1.75M 0.04%
3,215
-301
218
$1.74M 0.04%
31,052
219
$1.73M 0.04%
30,193
-3,122
220
$1.72M 0.04%
22,972
-29,240
221
$1.71M 0.04%
10,528
-2,210
222
$1.7M 0.04%
112,275
-37,450
223
$1.68M 0.04%
11,959
-540
224
$1.63M 0.04%
18,188
-638
225
$1.62M 0.04%
47,929
-34,801
7 8
9
10 11