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
626
$413K 0.01%
5,800
627
$405K 0.01%
4,888
-150
628
$402K 0.01%
45,000
+15,000
629
$401K 0.01%
7,249
-1,138
630
$397K 0.01%
2,764
631
$397K 0.01%
+2,247
632
$395K 0.01%
10,759
-546
633
$395K 0.01%
17,196
-6,255
634
$395K 0.01%
7,001
+720
635
$394K 0.01%
5,015
-3,781
636
$393K 0.01%
3,435
-52
637
$392K 0.01%
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638
$388K 0.01%
6,150
639
$388K 0.01%
2,854
-1
640
$385K 0.01%
17,077
-1,144
641
$383K 0.01%
8,286
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642
$382K 0.01%
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643
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644
$379K 0.01%
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645
$377K 0.01%
10,072
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646
$375K 0.01%
24,195
-445
647
$375K 0.01%
21,756
-7,400
648
$373K 0.01%
5,764
-187
649
$373K 0.01%
37,726
-479
650
$370K 0.01%
8,867
+20
24 25
26
27 28