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
476
$696K 0.02%
72,576
-16,482
477
$694K 0.02%
12,967
+41
478
$692K 0.02%
58,228
-4,336
479
$685K 0.02%
5,955
-300
480
$685K 0.02%
4,943
+46
481
$684K 0.02%
15,766
+41
482
$683K 0.02%
29,213
-297
483
$678K 0.01%
+14,583
484
$677K 0.01%
19,176
-4,876
485
$677K 0.01%
8,680
486
$675K 0.01%
19,925
+1,305
487
$672K 0.01%
34,140
+7,800
488
$672K 0.01%
10,887
+600
489
$671K 0.01%
7,673
+42
490
$670K 0.01%
8,778
-893
491
$667K 0.01%
11,093
-70
492
$667K 0.01%
21,017
-1,300
493
$667K 0.01%
77,900
+3,173
494
$664K 0.01%
16,253
-2,612
495
$663K 0.01%
1,653
-159
496
$662K 0.01%
177,000
497
$657K 0.01%
49,957
-9,474
498
$654K 0.01%
7,196
-1,565
499
$653K 0.01%
9,802
+3,120
500
$652K 0.01%
4,850
18 19
20
21 22