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
301
$1.22M 0.02%
13,988
+500
302
$1.21M 0.02%
28,096
-875
303
$1.21M 0.02%
6,634
-36
304
$1.21M 0.02%
13,666
+297
305
$1.2M 0.02%
21,637
-494
306
$1.19M 0.02%
135,127
+97,135
307
$1.17M 0.02%
31,459
+530
308
$1.16M 0.02%
14,013
-907
309
$1.16M 0.02%
9,774
+2,012
310
$1.16M 0.02%
18,564
+6,427
311
$1.15M 0.02%
15,613
+168
312
$1.15M 0.02%
11,041
+529
313
$1.11M 0.02%
18,553
-5,425
314
$1.11M 0.02%
62,050
+550
315
$1.09M 0.02%
3,621
-713
316
$1.09M 0.02%
24,024
-3
317
$1.09M 0.02%
3,129
-130
318
$1.09M 0.02%
42,688
+1,635
319
$1.09M 0.02%
13,308
-793
320
$1.08M 0.02%
6,035
+539
321
$1.08M 0.02%
29,914
-175
322
$1.08M 0.02%
4,968
+902
323
$1.07M 0.02%
20,814
+778
324
$1.07M 0.02%
16,839
+543
325
$1.07M 0.02%
10,538
-2,010
11 12
13
14 15