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
576
$513K 0.01%
23,582
+382
577
$511K 0.01%
16,875
+3,980
578
$509K 0.01%
15,366
+4,320
579
$509K 0.01%
10,275
-75
580
$505K 0.01%
47,749
+7,675
581
$505K 0.01%
8,643
582
$503K 0.01%
14,135
-7,429
583
$503K 0.01%
9,610
+395
584
$502K 0.01%
10,221
-429
585
$501K 0.01%
6,026
-1,067
586
$501K 0.01%
33,317
+400
587
$500K 0.01%
9,171
+2,901
588
$499K 0.01%
41,593
+17,817
589
$497K 0.01%
10,544
+675
590
$497K 0.01%
2,050
+1
591
$494K 0.01%
7,458
592
$493K 0.01%
9,007
-1,439
593
$491K 0.01%
18,880
-60,432
594
$488K 0.01%
14,373
-6,375
595
$486K 0.01%
5,786
-25
596
$482K 0.01%
11,715
-4,984
597
$478K 0.01%
16,000
598
$475K 0.01%
6,871
599
$471K 0.01%
22,070
600
$471K 0.01%
16,320
22 23
24
25 26