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
401
$937K 0.02%
23,389
-3,756
402
$930K 0.02%
11,617
-676
403
$920K 0.02%
15,958
+1,998
404
$914K 0.02%
5,676
-940
405
$908K 0.02%
8,498
+546
406
$903K 0.02%
33,103
+663
407
$903K 0.02%
12,796
+181
408
$902K 0.02%
10,773
+1,198
409
$897K 0.02%
37,172
-200
410
$891K 0.02%
35,648
+158
411
$886K 0.02%
19,454
-850
412
$886K 0.02%
13,542
-2,276
413
$886K 0.02%
12,914
-1,670
414
$869K 0.02%
7,568
415
$866K 0.02%
16,602
+1,154
416
$865K 0.02%
7,069
417
$862K 0.02%
49,060
-2,720
418
$860K 0.02%
10,930
419
$856K 0.02%
49,731
+5,619
420
$855K 0.02%
6,172
-2,031
421
$851K 0.02%
1,466
+35
422
$850K 0.02%
13,186
-291
423
$847K 0.02%
33,383
+160
424
$843K 0.02%
154,730
-54,540
425
$837K 0.02%
15,895
+2,951
15 16
17
18 19