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
326
$1.31M 0.03%
8,717
-268
327
$1.31M 0.03%
17,206
-25,376
328
$1.31M 0.03%
62,285
-15,280
329
$1.31M 0.03%
37,388
+88
330
$1.31M 0.03%
28,419
+3,385
331
$1.31M 0.03%
23,948
+275
332
$1.3M 0.03%
75,673
+371
333
$1.3M 0.03%
218,826
334
$1.29M 0.03%
36,263
-1,410
335
$1.29M 0.03%
18,951
-189
336
$1.27M 0.03%
11,500
-3,447
337
$1.27M 0.03%
39,482
-273
338
$1.27M 0.03%
23,567
-5,971
339
$1.27M 0.03%
10,895
-1,992
340
$1.26M 0.03%
9,320
-35,812
341
$1.26M 0.03%
6,834
+205
342
$1.25M 0.03%
98,795
-37,130
343
$1.25M 0.03%
66,585
+386
344
$1.25M 0.03%
30,233
+20,568
345
$1.24M 0.03%
13,414
+268
346
$1.24M 0.03%
15,823
-2,164
347
$1.23M 0.03%
11,813
-3,861
348
$1.22M 0.03%
55,320
349
$1.22M 0.03%
22,138
-4,945
350
$1.22M 0.03%
25,211
12 13
14
15 16