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
$4.96B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$9.12M
3
+$6.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.37M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.84M

Top Sells

1
+$30.1M
2
+$9.67M
3
+$4.38M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$4.27M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.61M

Sector Composition

1 Financials 4.69%
2 Technology 4.34%
3 Healthcare 3.53%
4 Energy 3.28%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.81M 0.04%
33,052
227
$1.8M 0.04%
14,174
+347
228
$1.77M 0.04%
30,586
+850
229
$1.76M 0.04%
3,877
+188
230
$1.75M 0.04%
12,177
+114
231
$1.74M 0.04%
37,647
232
$1.74M 0.03%
34,461
-2,492
233
$1.73M 0.03%
11,400
-615
234
$1.72M 0.03%
25,803
-307
235
$1.72M 0.03%
32,464
+302
236
$1.71M 0.03%
18,245
+332
237
$1.71M 0.03%
15,821
+1,083
238
$1.7M 0.03%
3,973
+58
239
$1.7M 0.03%
34,821
240
$1.68M 0.03%
10,135
-251
241
$1.68M 0.03%
19,779
+2,001
242
$1.65M 0.03%
19,238
-1,510
243
$1.64M 0.03%
16,428
+152
244
$1.63M 0.03%
68,868
+332
245
$1.61M 0.03%
9,543
+232
246
$1.61M 0.03%
26,424
-1,580
247
$1.6M 0.03%
43,107
+809
248
$1.59M 0.03%
24,222
-36,640
249
$1.59M 0.03%
29,165
-2,320
250
$1.57M 0.03%
2,175
-189
8 9
10
11 12