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
726
$287K 0.01%
49,068
727
$287K 0.01%
8,525
-155
728
$286K 0.01%
7,900
-200
729
$286K 0.01%
7,168
+420
730
$284K 0.01%
12,879
-1,110
731
$282K 0.01%
14,286
732
$282K 0.01%
6,858
733
$279K 0.01%
9,238
-120
734
$279K 0.01%
4,430
-5,338
735
$277K 0.01%
10,548
736
$277K 0.01%
+5,843
737
$276K 0.01%
8,531
738
$275K 0.01%
14,423
+2,145
739
$272K 0.01%
3,666
+120
740
$271K 0.01%
3,884
-1,260
741
$271K 0.01%
3,790
-798
742
$270K 0.01%
9,684
-1,260
743
$270K 0.01%
13,231
-695
744
$270K 0.01%
4,155
-65
745
$270K 0.01%
1,180
+155
746
$269K 0.01%
475
+35
747
$269K 0.01%
2,189
-780
748
$268K 0.01%
15,000
749
$267K 0.01%
+3,108
750
$267K 0.01%
665,560
+7,200
28 29
30
31 32