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
426
$835K 0.02%
31,755
+11,260
427
$829K 0.02%
18,777
-2,745
428
$827K 0.02%
5,866
-938
429
$823K 0.02%
15,112
-2,355
430
$819K 0.02%
11,645
-23,661
431
$817K 0.02%
40,169
+19,914
432
$814K 0.02%
4,922
+1,129
433
$814K 0.02%
30,366
-2,706
434
$806K 0.02%
44,942
-38,484
435
$804K 0.02%
17,552
-3,081
436
$804K 0.02%
19,514
+2,517
437
$800K 0.02%
10,828
-371
438
$799K 0.02%
31,283
-8,571
439
$798K 0.02%
15,703
+2,519
440
$798K 0.02%
7,417
-1,622
441
$786K 0.02%
13,843
-4,233
442
$780K 0.02%
7,098
-929
443
$775K 0.02%
15,016
+5,499
444
$773K 0.02%
14,492
+763
445
$772K 0.02%
9,680
446
$769K 0.02%
38,318
-1,709
447
$766K 0.02%
17,197
-191,659
448
$764K 0.02%
19,712
-200
449
$763K 0.02%
10,392
-1
450
$758K 0.02%
25,565
+4,690
16 17
18
19 20