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
451
$755K 0.02%
7,291
-391
452
$754K 0.02%
47,740
-16,405
453
$746K 0.02%
37,788
-2,980
454
$744K 0.02%
11,633
+14
455
$744K 0.02%
40,280
-9,060
456
$741K 0.02%
78,932
+624
457
$739K 0.02%
10,760
+2,260
458
$729K 0.02%
32,265
459
$729K 0.02%
7,759
-100
460
$727K 0.02%
9,267
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461
$727K 0.02%
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+1
462
$726K 0.02%
11,787
-8,568
463
$721K 0.02%
14,417
+190
464
$721K 0.02%
8,938
-243
465
$721K 0.02%
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466
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467
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21,750
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468
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15,293
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8,513
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470
$711K 0.02%
13,309
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471
$708K 0.02%
7,333
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472
$708K 0.02%
14,811
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473
$702K 0.02%
15,298
-1,911
474
$701K 0.02%
5,859
-2,972
475
$699K 0.02%
20,270
-560
17 18
19
20 21