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
301
$1.49M 0.03%
26,659
-2,340
302
$1.48M 0.03%
42,448
-291
303
$1.48M 0.03%
19,687
-73
304
$1.47M 0.03%
26,212
-115
305
$1.46M 0.03%
39,595
-26,202
306
$1.46M 0.03%
37,915
+4
307
$1.45M 0.03%
37,303
+4,921
308
$1.45M 0.03%
21,905
+5,000
309
$1.43M 0.03%
18,149
+2,262
310
$1.43M 0.03%
5,189
+565
311
$1.42M 0.03%
20,835
+842
312
$1.4M 0.03%
21,940
+382
313
$1.39M 0.03%
13,429
-2,566
314
$1.39M 0.03%
31,302
315
$1.38M 0.03%
14,676
316
$1.38M 0.03%
101,900
+22,760
317
$1.37M 0.03%
34,145
-768
318
$1.37M 0.03%
30,510
-750
319
$1.36M 0.03%
17,390
+270
320
$1.35M 0.03%
144,812
321
$1.34M 0.03%
31,820
+1,225
322
$1.34M 0.03%
36,340
+615
323
$1.33M 0.03%
14,515
-4,241
324
$1.33M 0.03%
35,140
-626
325
$1.31M 0.03%
9,909
-1,759
11 12
13
14 15