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
526
$585K 0.01%
33,883
-1,555
527
$581K 0.01%
17,641
+40
528
$580K 0.01%
15,038
+1,284
529
$579K 0.01%
10,641
+23
530
$578K 0.01%
14,013
+1,422
531
$578K 0.01%
18,293
-1,536
532
$576K 0.01%
6,604
+510
533
$576K 0.01%
53,560
+10,209
534
$576K 0.01%
26,597
-567
535
$574K 0.01%
19,448
-1,384
536
$572K 0.01%
3,730
-84
537
$572K 0.01%
3,405
+114
538
$571K 0.01%
20,376
+1,723
539
$569K 0.01%
13,792
-636
540
$567K 0.01%
28,690
+2,876
541
$565K 0.01%
12,986
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542
$564K 0.01%
10,022
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543
$561K 0.01%
8,564
+48
544
$561K 0.01%
13,998
-6,689
545
$559K 0.01%
7,945
546
$559K 0.01%
16,812
-55
547
$559K 0.01%
23,951
+1,200
548
$558K 0.01%
6,955
+55
549
$557K 0.01%
47,296
+15
550
$557K 0.01%
20,367
20 21
22
23 24