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
701
$311K 0.01%
5,000
702
$310K 0.01%
4,898
-3,430
703
$310K 0.01%
3,000
+80
704
$309K 0.01%
7,819
-2,523
705
$305K 0.01%
4,028
-77
706
$304K 0.01%
8,002
+236
707
$304K 0.01%
5,174
708
$303K 0.01%
1,561
-248
709
$302K 0.01%
7,278
-39
710
$302K 0.01%
3,356
-22
711
$301K 0.01%
7,691
-167
712
$301K 0.01%
5,755
713
$299K 0.01%
5,413
+500
714
$299K 0.01%
22,600
715
$298K 0.01%
7,019
-1,019
716
$295K 0.01%
16,372
-1,377
717
$293K 0.01%
2,492
+37
718
$293K 0.01%
5,462
-65
719
$293K 0.01%
4,530
720
$293K 0.01%
2,926
-54
721
$292K 0.01%
4,185
-208
722
$292K 0.01%
5,900
-1,175
723
$291K 0.01%
16,059
+1,500
724
$289K 0.01%
6,152
-122
725
$289K 0.01%
+4,787
27 28
29
30 31