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
601
$348K 0.01%
6,320
602
$346K 0.01%
4,847
+186
603
$346K 0.01%
6,351
+882
604
$346K 0.01%
4,067
605
$343K 0.01%
11,040
-1,071
606
$341K 0.01%
5,633
+20
607
$339K 0.01%
18,405
+225
608
$337K 0.01%
4,864
+180
609
$337K 0.01%
+27,664
610
$336K 0.01%
1,785
+232
611
$336K 0.01%
3,464
612
$336K 0.01%
21,091
613
$336K 0.01%
11,732
+726
614
$334K 0.01%
5,199
-67
615
$331K 0.01%
4,026
-937
616
$330K 0.01%
2,467
+25
617
$328K 0.01%
3,711
+25
618
$327K 0.01%
9,358
619
$322K 0.01%
2,016
+125
620
$321K 0.01%
+16,320
621
$321K 0.01%
3,091
-295
622
$321K 0.01%
8,288
-3,500
623
$319K 0.01%
3,103
-1,234
624
$319K 0.01%
8,121
+130
625
$318K 0.01%
25,087
+1,105
23 24
25
26 27