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
276
$1.4M 0.03%
20,686
-4,500
277
$1.4M 0.03%
29,973
+658
278
$1.39M 0.03%
14,799
-419
279
$1.39M 0.03%
9,817
-233
280
$1.39M 0.03%
19,151
+393
281
$1.39M 0.03%
17,276
-2,970
282
$1.39M 0.03%
21,053
+1,739
283
$1.35M 0.03%
14,064
+533
284
$1.35M 0.03%
10,504
+713
285
$1.35M 0.03%
8,668
+115
286
$1.35M 0.03%
17,428
-500
287
$1.32M 0.03%
18,595
-364
288
$1.32M 0.03%
7,173
+183
289
$1.29M 0.03%
25,716
-265
290
$1.28M 0.03%
12,786
+110
291
$1.27M 0.03%
14,639
-3,175
292
$1.26M 0.03%
7,392
+134
293
$1.25M 0.03%
11,097
-605
294
$1.25M 0.03%
15,692
+750
295
$1.25M 0.03%
4,141
+95
296
$1.24M 0.02%
33,484
-2,214
297
$1.22M 0.02%
30,444
-2,593
298
$1.22M 0.02%
107,556
+18,960
299
$1.22M 0.02%
28,280
+1,342
300
$1.22M 0.02%
13,256
+486
10 11
12
13 14