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
501
$649K 0.01%
44,161
-1,294
502
$648K 0.01%
11,005
-346
503
$648K 0.01%
7,249
504
$647K 0.01%
11,280
505
$644K 0.01%
9,449
-10,367
506
$643K 0.01%
7,945
507
$642K 0.01%
14,304
-2,282
508
$642K 0.01%
10,475
+700
509
$631K 0.01%
20,940
510
$624K 0.01%
102,826
-163,000
511
$623K 0.01%
5,440
-628
512
$623K 0.01%
8,380
+1,040
513
$622K 0.01%
9,956
+753
514
$616K 0.01%
20,000
+10,000
515
$611K 0.01%
20,594
-1,214
516
$603K 0.01%
7,349
517
$603K 0.01%
14,577
-18,912
518
$602K 0.01%
6,674
519
$601K 0.01%
10,709
-1,593
520
$599K 0.01%
16,460
-1,261
521
$595K 0.01%
6,412
-75
522
$594K 0.01%
112,980
+11,830
523
$592K 0.01%
116,222
+19,044
524
$587K 0.01%
487
+27
525
$585K 0.01%
35,734
19 20
21
22 23