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
$4.96B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$9.12M
3
+$6.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.37M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.84M

Top Sells

1
+$30.1M
2
+$9.67M
3
+$4.38M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$4.27M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.61M

Sector Composition

1 Financials 4.69%
2 Technology 4.34%
3 Healthcare 3.53%
4 Energy 3.28%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$487K 0.01%
9,831
+44
502
$486K 0.01%
21,602
+473
503
$485K 0.01%
15,207
+1,158
504
$482K 0.01%
6,773
+364
505
$481K 0.01%
17,451
-4
506
$479K 0.01%
15,397
+7,430
507
$479K 0.01%
4,175
+111
508
$478K 0.01%
8,724
-13,358
509
$477K 0.01%
5,081
-311
510
$476K 0.01%
11,391
511
$476K 0.01%
17,600
-31
512
$474K 0.01%
7,395
-107
513
$465K 0.01%
3,330
+572
514
$464K 0.01%
9,372
-47
515
$464K 0.01%
19,177
-9
516
$462K 0.01%
+3,986
517
$462K 0.01%
5,749
+434
518
$461K 0.01%
29,807
+292
519
$460K 0.01%
8,047
-162
520
$458K 0.01%
5,640
521
$457K 0.01%
22,221
522
$456K 0.01%
16,454
+4,286
523
$452K 0.01%
4,033
-114
524
$452K 0.01%
10,894
+300
525
$450K 0.01%
7,643
-72
19 20
21
22 23