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
651
$294K 0.01%
+1,029
652
$293K 0.01%
6,052
+49
653
$292K 0.01%
5,824
+620
654
$291K 0.01%
2,700
655
$290K 0.01%
5,557
+75
656
$289K 0.01%
8,028
-8,200
657
$289K 0.01%
+2,282
658
$288K 0.01%
7,464
-19
659
$288K 0.01%
17,140
+190
660
$285K 0.01%
10,097
661
$282K 0.01%
2,148
-235
662
$282K 0.01%
6,203
-18
663
$282K 0.01%
364
+62
664
$282K 0.01%
6,072
+45
665
$281K 0.01%
11,378
-536
666
$279K 0.01%
2,423
+41
667
$278K 0.01%
1,937
+22
668
$276K 0.01%
3,732
+156
669
$274K 0.01%
11,669
+38
670
$274K 0.01%
+4,175
671
$273K 0.01%
2,860
-21
672
$272K 0.01%
2,293
-126
673
$271K 0.01%
12,442
674
$270K 0.01%
7,984
-632
675
$269K 0.01%
8,263
+854
25 26
27
28 29