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
601
$468K 0.01%
11,871
602
$461K 0.01%
11,855
-533
603
$460K 0.01%
3,157
+21
604
$458K 0.01%
15,414
605
$456K 0.01%
9,083
+168
606
$456K 0.01%
9,799
-966
607
$453K 0.01%
11,347
-50
608
$453K 0.01%
4,213
-25
609
$450K 0.01%
9,655
-1,500
610
$447K 0.01%
4,761
611
$445K 0.01%
11,159
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612
$443K 0.01%
5,544
+8
613
$443K 0.01%
9,365
+1,235
614
$442K 0.01%
20,936
+4,963
615
$435K 0.01%
64,400
616
$431K 0.01%
3,651
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617
$430K 0.01%
3,474
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618
$430K 0.01%
16,406
-4,600
619
$421K 0.01%
+12,194
620
$420K 0.01%
6,567
+500
621
$420K 0.01%
12,816
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622
$417K 0.01%
17,906
-1,000
623
$417K 0.01%
21,060
+2,949
624
$416K 0.01%
+71,056
625
$415K 0.01%
2,939
+2
23 24
25
26 27