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
826
$205K ﹤0.01%
8,125
827
$203K ﹤0.01%
6,850
828
$203K ﹤0.01%
8,803
-10,745
829
$203K ﹤0.01%
7,258
-929
830
$203K ﹤0.01%
+2,263
831
$202K ﹤0.01%
13,754
+1,153
832
$202K ﹤0.01%
9,970
-7,328
833
$202K ﹤0.01%
+4,901
834
$201K ﹤0.01%
+4,272
835
$201K ﹤0.01%
+11,733
836
$201K ﹤0.01%
25,000
837
$200K ﹤0.01%
8,541
-4,374
838
$200K ﹤0.01%
+7,576
839
$197K ﹤0.01%
76,100
840
$195K ﹤0.01%
+2,180
841
$194K ﹤0.01%
3,000
-5,350
842
$191K ﹤0.01%
13,852
+39
843
$187K ﹤0.01%
22,193
-1,417
844
$185K ﹤0.01%
+2,445
845
$184K ﹤0.01%
+2,000
846
$181K ﹤0.01%
6,235
+1,134
847
$180K ﹤0.01%
+4,480
848
$179K ﹤0.01%
+2,874
849
$179K ﹤0.01%
+3,015
850
$177K ﹤0.01%
13,800
32 33
34
35 36