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
401
$751K 0.02%
14,860
+144
402
$749K 0.02%
10,209
+413
403
$747K 0.02%
9,247
+384
404
$743K 0.01%
12,325
-2,134
405
$740K 0.01%
8,023
406
$740K 0.01%
12,400
407
$732K 0.01%
57,850
408
$731K 0.01%
48,232
+596
409
$729K 0.01%
16,225
-1,297
410
$724K 0.01%
93,620
411
$724K 0.01%
12,881
+743
412
$720K 0.01%
+7,096
413
$720K 0.01%
20,932
-2,695
414
$716K 0.01%
16,349
+628
415
$715K 0.01%
17,694
-1,754
416
$713K 0.01%
13,739
+195
417
$709K 0.01%
9,231
-1,104
418
$704K 0.01%
14,627
-3,738
419
$700K 0.01%
13,654
+1,270
420
$699K 0.01%
11,064
-8,035
421
$697K 0.01%
17,973
422
$691K 0.01%
4,537
-89
423
$690K 0.01%
10,229
+287
424
$688K 0.01%
3,915
+317
425
$688K 0.01%
5,138
+1,756
15 16
17
18 19