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
251
$1.57M 0.03%
69,251
252
$1.55M 0.03%
20,630
-206
253
$1.55M 0.03%
97,664
254
$1.54M 0.03%
16,522
+2,412
255
$1.53M 0.03%
17,720
+1,361
256
$1.52M 0.03%
11,868
+191
257
$1.52M 0.03%
29,316
+3,060
258
$1.51M 0.03%
6,397
-174
259
$1.51M 0.03%
45,654
+868
260
$1.51M 0.03%
59,322
-332
261
$1.5M 0.03%
14,301
-2,829
262
$1.5M 0.03%
32,144
+737
263
$1.5M 0.03%
5,566
+167
264
$1.49M 0.03%
18,470
+272
265
$1.46M 0.03%
11,043
+4
266
$1.46M 0.03%
18,281
-1,589
267
$1.45M 0.03%
22,847
-2,127
268
$1.43M 0.03%
17,035
-641
269
$1.43M 0.03%
39,878
+1,256
270
$1.42M 0.03%
34,200
-500
271
$1.42M 0.03%
11,339
-35,046
272
$1.42M 0.03%
7,066
-37
273
$1.41M 0.03%
4,689
-26
274
$1.41M 0.03%
14,082
-593
275
$1.41M 0.03%
12,458
+354
9 10
11
12 13