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
776
$246K 0.01%
6,714
777
$246K 0.01%
+4,253
778
$244K 0.01%
6,608
-1,200
779
$243K 0.01%
11,381
+1,300
780
$242K 0.01%
9,941
-4,045
781
$240K 0.01%
14,359
782
$240K 0.01%
4,115
-57
783
$239K 0.01%
7,216
-1,624
784
$239K 0.01%
2,650
785
$238K 0.01%
2,955
-34
786
$237K 0.01%
6,712
787
$236K 0.01%
10,532
-160
788
$236K 0.01%
4,899
789
$236K 0.01%
5,750
-78
790
$236K 0.01%
+4,700
791
$235K 0.01%
5,431
792
$234K 0.01%
4,698
-58
793
$233K 0.01%
15,490
-13,100
794
$233K 0.01%
+4,152
795
$232K 0.01%
4,460
+8
796
$231K 0.01%
13,022
-6,415
797
$231K 0.01%
13,648
798
$229K 0.01%
4,748
-719
799
$229K 0.01%
+5,316
800
$228K 0.01%
16,178
-773
30 31
32
33 34