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
851
$177K ﹤0.01%
1,453
852
$175K ﹤0.01%
7,378
853
$173K ﹤0.01%
2,332
-1,676
854
$173K ﹤0.01%
+21,135
855
$171K ﹤0.01%
24,000
+4,000
856
$170K ﹤0.01%
+2,500
857
$170K ﹤0.01%
+1,826
858
$170K ﹤0.01%
20,000
859
$169K ﹤0.01%
25,500
860
$167K ﹤0.01%
1,840
861
$166K ﹤0.01%
+7,115
862
$164K ﹤0.01%
10,258
-1,800
863
$164K ﹤0.01%
12,545
864
$163K ﹤0.01%
+2,702
865
$162K ﹤0.01%
30,000
866
$158K ﹤0.01%
+4,096
867
$158K ﹤0.01%
+3,100
868
$158K ﹤0.01%
+1,907
869
$156K ﹤0.01%
+4,840
870
$153K ﹤0.01%
10,837
871
$147K ﹤0.01%
4,212
872
$145K ﹤0.01%
14,285
873
$144K ﹤0.01%
14,930
+499
874
$144K ﹤0.01%
+3,840
875
$143K ﹤0.01%
2,280
+757
33 34
35
36 37