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
276
$1.69M 0.04%
31,548
+464
277
$1.68M 0.04%
39,366
+6,462
278
$1.67M 0.04%
41,564
-1,556
279
$1.67M 0.04%
38,915
+8,861
280
$1.67M 0.04%
30,478
+33
281
$1.66M 0.04%
21,004
282
$1.61M 0.04%
6,312
+131
283
$1.61M 0.04%
12,098
+253
284
$1.6M 0.04%
19,075
+372
285
$1.59M 0.03%
22,025
+541
286
$1.58M 0.03%
183,645
+8,700
287
$1.57M 0.03%
48,390
288
$1.57M 0.03%
29,940
-860
289
$1.56M 0.03%
26,075
+1,587
290
$1.56M 0.03%
89,764
-1,000
291
$1.56M 0.03%
101,375
-184,479
292
$1.56M 0.03%
30,040
+445
293
$1.56M 0.03%
44,843
+2,866
294
$1.55M 0.03%
60,154
-294
295
$1.52M 0.03%
52,268
-791
296
$1.52M 0.03%
17,412
+797
297
$1.51M 0.03%
13,764
298
$1.51M 0.03%
28,107
+647
299
$1.51M 0.03%
77,685
+257
300
$1.51M 0.03%
15,516
-47
10 11
12
13 14