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
376
$836K 0.02%
9,948
-13
377
$833K 0.02%
6,260
+107
378
$829K 0.02%
10,480
+441
379
$827K 0.02%
13,948
+123
380
$813K 0.02%
11,204
+891
381
$812K 0.02%
13,663
+286
382
$812K 0.02%
2,374
+62
383
$811K 0.02%
+33,587
384
$809K 0.02%
15,945
+230
385
$802K 0.02%
6,435
-360
386
$801K 0.02%
28,470
-6,020
387
$800K 0.02%
42,352
+26,868
388
$799K 0.02%
6,954
+85
389
$790K 0.02%
80,952
390
$788K 0.02%
44,094
-5,637
391
$785K 0.02%
14,123
+15
392
$779K 0.02%
10,673
+466
393
$776K 0.02%
9,008
+2
394
$776K 0.02%
4,423
+688
395
$769K 0.02%
16,472
+9,319
396
$768K 0.02%
9,969
397
$760K 0.02%
39,123
+83
398
$757K 0.02%
13,656
+15
399
$756K 0.02%
9,967
-2,723
400
$753K 0.02%
6,124
14 15
16
17 18