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
526
$449K 0.01%
12,963
-577
527
$447K 0.01%
7,658
-502
528
$445K 0.01%
16,000
529
$444K 0.01%
24,568
+1,224
530
$444K 0.01%
10,728
+264
531
$444K 0.01%
9,424
+43
532
$442K 0.01%
8,797
-31,697
533
$442K 0.01%
30,402
-8,000
534
$441K 0.01%
12,334
+241
535
$439K 0.01%
7,094
+207
536
$439K 0.01%
3,687
+43
537
$439K 0.01%
14,100
-1,975
538
$435K 0.01%
40,000
539
$433K 0.01%
22,165
+540
540
$428K 0.01%
27,726
+698
541
$428K 0.01%
7,288
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542
$427K 0.01%
5,376
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543
$426K 0.01%
8,094
544
$425K 0.01%
4,029
+164
545
$420K 0.01%
1,546
+12
546
$414K 0.01%
11,740
-1,923
547
$413K 0.01%
3,541
-77
548
$412K 0.01%
22,288
+46
549
$410K 0.01%
5,135
+36
550
$407K 0.01%
6,551
20 21
22
23 24