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
$4.55B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$9.19M
3
+$8.4M
4
JPM icon
JPMorgan Chase
JPM
+$7.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.49M

Top Sells

1
+$13.1M
2
+$8.54M
3
+$7.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.24M
5
SPG icon
Simon Property Group
SPG
+$6.09M

Sector Composition

1 Energy 8.78%
2 Consumer Staples 7.55%
3 Financials 6.19%
4 Healthcare 4.25%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2M 0.04%
45,498
-2,374
252
$2M 0.04%
26,488
-83
253
$2M 0.04%
27,187
-1,541
254
$1.98M 0.04%
21,862
-3,099
255
$1.98M 0.04%
45,619
+1,814
256
$1.96M 0.04%
19,634
-555
257
$1.95M 0.04%
51,757
-1,731
258
$1.95M 0.04%
12,102
+2,403
259
$1.92M 0.04%
20,091
-625
260
$1.89M 0.04%
72,054
-465
261
$1.87M 0.04%
21,888
+605
262
$1.85M 0.04%
360
-132
263
$1.84M 0.04%
42,895
-3,172
264
$1.81M 0.04%
35,662
-2,158
265
$1.8M 0.04%
44,495
-362
266
$1.79M 0.04%
26,355
+7,030
267
$1.77M 0.04%
29,016
-192
268
$1.76M 0.04%
16,992
-1,920
269
$1.76M 0.04%
18,938
-983
270
$1.73M 0.04%
19,097
-871
271
$1.72M 0.04%
25,826
-3,875
272
$1.71M 0.04%
35,851
-2,205
273
$1.7M 0.04%
21,316
+350
274
$1.7M 0.04%
36,770
-2,660
275
$1.7M 0.04%
43,968
+379
9 10
11
12 13