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
751
$267K 0.01%
14,996
-3,133
752
$266K 0.01%
4,948
-1,460
753
$266K 0.01%
26,304
754
$266K 0.01%
6,250
-384
755
$265K 0.01%
+4,760
756
$265K 0.01%
2,899
757
$264K 0.01%
13,724
+2,300
758
$263K 0.01%
3,335
-120
759
$263K 0.01%
+2,552
760
$262K 0.01%
4,162
761
$262K 0.01%
5,664
-200
762
$262K 0.01%
1,668
+35
763
$258K 0.01%
5,948
764
$257K 0.01%
5,413
765
$257K 0.01%
4,166
-12,079
766
$255K 0.01%
+14,718
767
$255K 0.01%
2,565
+430
768
$255K 0.01%
19,017
-802
769
$254K 0.01%
3,577
+45
770
$254K 0.01%
16,003
+575
771
$253K 0.01%
10,895
-1,140
772
$253K 0.01%
+11,670
773
$251K 0.01%
3,953
-721
774
$246K 0.01%
2,863
-1,986
775
$246K 0.01%
3,794
29 30
31
32 33