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
26
$26.9M 0.59%
1,341,592
-232,344
27
$26.4M 0.58%
510,652
-9,204
28
$26.3M 0.58%
941,275
+54,885
29
$25.5M 0.56%
265,891
-170
30
$25.3M 0.55%
280,603
+13,864
31
$24.5M 0.54%
480,703
+17,480
32
$24.4M 0.54%
206,104
+9,518
33
$23.9M 0.52%
230,153
-11,103
34
$21.8M 0.48%
305,482
+8,963
35
$21.6M 0.47%
223,331
-785
36
$21.6M 0.47%
368,531
+131,752
37
$20.2M 0.44%
241,510
-33,390
38
$19.8M 0.43%
475,326
+88,007
39
$19.8M 0.43%
147,196
+20,389
40
$19M 0.42%
347,910
-47,892
41
$17.8M 0.39%
481,476
+2,988
42
$17.3M 0.38%
311,012
+28,324
43
$17.2M 0.38%
841,296
-36,400
44
$17M 0.37%
194,691
-6,725
45
$16.9M 0.37%
371,573
+1,257
46
$16.3M 0.36%
231,087
-4,612
47
$16M 0.35%
111,487
-42,531
48
$15.4M 0.34%
412,864
-22,177
49
$14.7M 0.32%
129,055
-1,835
50
$14.6M 0.32%
275,127
-10,622
1
2
3 4 5