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
651
$370K 0.01%
4,697
+3
652
$367K 0.01%
11,058
653
$364K 0.01%
6,709
654
$362K 0.01%
14,931
655
$362K 0.01%
8,189
656
$361K 0.01%
6,385
-719
657
$361K 0.01%
6,556
-9,399
658
$359K 0.01%
7,758
-1,156
659
$359K 0.01%
7,920
660
$358K 0.01%
7,258
-485
661
$358K 0.01%
31,734
662
$356K 0.01%
5,754
+271
663
$356K 0.01%
3,245
-590
664
$355K 0.01%
3,210
665
$355K 0.01%
7,479
666
$351K 0.01%
528
+412
667
$350K 0.01%
18,024
-27,761
668
$348K 0.01%
5,301
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669
$347K 0.01%
12,417
-113
670
$347K 0.01%
5,607
-8,798
671
$346K 0.01%
18,828
-10,988
672
$346K 0.01%
7,650
+1,200
673
$343K 0.01%
4,100
674
$343K 0.01%
49,000
-51,000
675
$341K 0.01%
14,456
+2,917
25 26
27
28 29