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
801
$228K 0.01%
2,251
802
$228K 0.01%
7,170
-448
803
$227K 0.01%
1,862
-32
804
$227K 0.01%
8,523
-8,834
805
$226K 0.01%
+4,760
806
$225K ﹤0.01%
3,475
-3
807
$224K ﹤0.01%
2,962
-3,086
808
$222K ﹤0.01%
15,270
+519
809
$222K ﹤0.01%
5,012
-290
810
$220K ﹤0.01%
7,125
-2,067
811
$218K ﹤0.01%
+1,720
812
$218K ﹤0.01%
1,786
+17
813
$215K ﹤0.01%
4,287
-610
814
$215K ﹤0.01%
7,550
+3,900
815
$214K ﹤0.01%
4,105
-1,000
816
$214K ﹤0.01%
16,000
+600
817
$214K ﹤0.01%
4,093
818
$213K ﹤0.01%
19,434
-3,774
819
$212K ﹤0.01%
+6,116
820
$210K ﹤0.01%
+2,545
821
$207K ﹤0.01%
4,085
-616
822
$207K ﹤0.01%
+5,293
823
$206K ﹤0.01%
59,612
-35,830
824
$206K ﹤0.01%
11,005
+200
825
$206K ﹤0.01%
+10,559
31 32
33
34 35