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
376
$1.08M 0.02%
33,743
+460
377
$1.07M 0.02%
24,622
+30
378
$1.07M 0.02%
32,066
-828
379
$1.07M 0.02%
20,040
-484
380
$1.06M 0.02%
21,267
-1,166
381
$1.06M 0.02%
10,687
382
$1.05M 0.02%
43,597
-2,625
383
$1.05M 0.02%
13,118
-1,915
384
$1.05M 0.02%
36,314
-16,462
385
$1.04M 0.02%
10,729
-1
386
$1.04M 0.02%
15,628
-1,301
387
$1.03M 0.02%
52,854
-1,269
388
$1.03M 0.02%
8,676
-182
389
$1.02M 0.02%
25,325
+10,334
390
$1.02M 0.02%
27,296
-4,450
391
$1.01M 0.02%
57,022
-5,967
392
$1M 0.02%
22,315
-4,420
393
$1M 0.02%
14,879
-2,745
394
$1M 0.02%
56,302
-12,675
395
$995K 0.02%
65,791
-715
396
$983K 0.02%
8,785
-2,060
397
$971K 0.02%
4,476
+2,262
398
$965K 0.02%
19,896
+4
399
$952K 0.02%
26,437
+4,500
400
$950K 0.02%
6,380
+4
14 15
16
17 18