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
51
$14.6M 0.32%
82
-3
52
$14.2M 0.31%
79,049
-5,315
53
$13.7M 0.3%
233,758
-15,783
54
$13.2M 0.29%
207,958
-62,100
55
$13.1M 0.29%
153,470
-523
56
$13.1M 0.29%
502,568
-6,042
57
$13M 0.29%
227,491
+297
58
$12.8M 0.28%
244,824
+50,574
59
$12.6M 0.28%
169,768
+6,170
60
$12.6M 0.28%
304,225
-51,591
61
$12.6M 0.28%
457,466
+121,654
62
$12.5M 0.27%
174,185
+1,356
63
$12.2M 0.27%
216,560
-86
64
$11.6M 0.26%
400,748
+99
65
$11.6M 0.25%
226,384
+55,520
66
$11.5M 0.25%
186,221
-999
67
$11.1M 0.24%
302,136
-21,704
68
$10.9M 0.24%
151,721
+27,704
69
$10.8M 0.24%
205,263
+4,041
70
$10.7M 0.23%
477,752
-18,438
71
$10.7M 0.23%
129,461
+37,324
72
$10.6M 0.23%
222,741
+7,100
73
$10.4M 0.23%
147,585
-2,357
74
$10.1M 0.22%
142,220
-854
75
$10.1M 0.22%
282,890
-8,149
1 2
3
4 5