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
551
$407K 0.01%
3,506
+14
552
$406K 0.01%
3,632
553
$405K 0.01%
1,000
554
$403K 0.01%
2,447
-35
555
$402K 0.01%
5,142
+115
556
$401K 0.01%
3,152
-1,664
557
$401K 0.01%
12,343
+4,068
558
$399K 0.01%
29,435
559
$394K 0.01%
4,953
-41
560
$392K 0.01%
18,383
+6,134
561
$391K 0.01%
4,314
+526
562
$391K 0.01%
1,514
+175
563
$389K 0.01%
9,078
-121
564
$386K 0.01%
5,148
-1,183
565
$382K 0.01%
3,072
+23
566
$381K 0.01%
12,007
-839
567
$380K 0.01%
3,096
-3,065
568
$380K 0.01%
1,841
+48
569
$378K 0.01%
2,650
570
$375K 0.01%
1,887
+25
571
$374K 0.01%
2,603
+116
572
$373K 0.01%
3,785
+115
573
$372K 0.01%
4,539
+30
574
$369K 0.01%
8,249
+62
575
$369K 0.01%
17,984
-10,026
21 22
23
24 25