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
326
$1.07M 0.02%
9,065
-1,684
327
$1.07M 0.02%
+53,315
328
$1.07M 0.02%
14,452
329
$1.07M 0.02%
9,896
+252
330
$1.06M 0.02%
13,244
+166
331
$1.06M 0.02%
4,000
+128
332
$1.06M 0.02%
24,877
+944
333
$1.04M 0.02%
8,696
-361
334
$1.04M 0.02%
35,601
+31
335
$1.03M 0.02%
9,406
336
$1.03M 0.02%
32,883
+8,542
337
$1.03M 0.02%
2,264
+9
338
$1.01M 0.02%
9,626
+158
339
$1.01M 0.02%
35,205
+534
340
$1.01M 0.02%
39,015
+615
341
$1M 0.02%
15,662
-335
342
$998K 0.02%
6,815
+1,007
343
$977K 0.02%
14,474
-897
344
$977K 0.02%
16,484
+745
345
$969K 0.02%
33,075
+594
346
$957K 0.02%
15,210
+426
347
$949K 0.02%
5,196
-1,622
348
$946K 0.02%
6,735
+45
349
$945K 0.02%
5,219
-61
350
$944K 0.02%
24,604
+3,311
12 13
14
15 16