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
351
$1.22M 0.03%
16,349
-692
352
$1.21M 0.03%
91,490
-989,345
353
$1.2M 0.03%
11,990
354
$1.19M 0.03%
76,841
+12,430
355
$1.19M 0.03%
25,443
356
$1.19M 0.03%
19,887
-620
357
$1.19M 0.03%
37,592
-8,934
358
$1.18M 0.03%
13,018
-796
359
$1.18M 0.03%
11,051
-234
360
$1.17M 0.03%
43,650
-1,085
361
$1.16M 0.03%
11,589
-1,005
362
$1.15M 0.03%
39,562
+106
363
$1.15M 0.03%
19,913
-502
364
$1.15M 0.03%
20,470
+448
365
$1.15M 0.03%
13,140
+28
366
$1.14M 0.02%
22,542
+1,212
367
$1.13M 0.02%
21,026
368
$1.12M 0.02%
30,867
-1,530
369
$1.11M 0.02%
99,680
-2,400
370
$1.11M 0.02%
18,907
-2,558
371
$1.1M 0.02%
16,949
+349
372
$1.1M 0.02%
21,791
+684
373
$1.09M 0.02%
59,358
-93,450
374
$1.09M 0.02%
32,959
-3,958
375
$1.08M 0.02%
62,018
13 14
15
16 17