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
876
$140K ﹤0.01%
11,609
-2,286
877
$139K ﹤0.01%
20,000
878
$139K ﹤0.01%
157,994
879
$137K ﹤0.01%
8,623
880
$136K ﹤0.01%
14,400
+200
881
$134K ﹤0.01%
2,764
-2,481
882
$134K ﹤0.01%
+2,820
883
$133K ﹤0.01%
+304
884
$132K ﹤0.01%
19,756
885
$131K ﹤0.01%
+3,169
886
$124K ﹤0.01%
+2,660
887
$122K ﹤0.01%
15,000
888
$119K ﹤0.01%
+4,800
889
$118K ﹤0.01%
+3,020
890
$116K ﹤0.01%
14,028
+169
891
$113K ﹤0.01%
+1,667
892
$111K ﹤0.01%
+1,304
893
$110K ﹤0.01%
10,515
-3,099
894
$108K ﹤0.01%
13,888
895
$106K ﹤0.01%
+2,962
896
$105K ﹤0.01%
1,498
-818
897
$99K ﹤0.01%
+2,980
898
$98K ﹤0.01%
+2,550
899
$97K ﹤0.01%
11,500
900
$96K ﹤0.01%
+900
34 35
36
37 38