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
551
$556K 0.01%
9,700
-284
552
$554K 0.01%
69,224
553
$553K 0.01%
55,140
-9,090
554
$551K 0.01%
17,811
+1,984
555
$550K 0.01%
9,398
+3,091
556
$549K 0.01%
18,909
-2,185
557
$549K 0.01%
10,326
-6,080
558
$548K 0.01%
12,254
-1,415
559
$547K 0.01%
9,183
-7,849
560
$542K 0.01%
10,766
-5,166
561
$541K 0.01%
12,511
-4,284
562
$534K 0.01%
14,580
+620
563
$533K 0.01%
16,739
-2,938
564
$532K 0.01%
11,194
-134
565
$531K 0.01%
30,600
566
$528K 0.01%
15,458
-4,508
567
$527K 0.01%
14,305
-1,275
568
$523K 0.01%
11,486
-1,437
569
$522K 0.01%
3,899
-670
570
$521K 0.01%
12,729
-100
571
$518K 0.01%
21,276
+25
572
$516K 0.01%
10,481
+2,588
573
$515K 0.01%
9,187
-235
574
$514K 0.01%
7,557
575
$514K 0.01%
15,148
+4,385
21 22
23
24 25