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
901
$94K ﹤0.01%
3,047
-6,778
902
$91K ﹤0.01%
+95
903
$89K ﹤0.01%
3,511
+20
904
$88K ﹤0.01%
20,269
905
$86K ﹤0.01%
+1,128
906
$82K ﹤0.01%
+3,980
907
$78K ﹤0.01%
+600
908
$77K ﹤0.01%
9,175
+1,471
909
$77K ﹤0.01%
+2,257
910
$77K ﹤0.01%
+737
911
$74K ﹤0.01%
+613
912
$72K ﹤0.01%
+3,882
913
$71K ﹤0.01%
20,000
914
$68K ﹤0.01%
+3,000
915
$68K ﹤0.01%
+1,169
916
$68K ﹤0.01%
1,500
917
$61K ﹤0.01%
+939
918
$57K ﹤0.01%
12,849
-555
919
$56K ﹤0.01%
+2,000
920
$53K ﹤0.01%
16,000
921
$52K ﹤0.01%
+1,870
922
$51K ﹤0.01%
+1,096
923
$47K ﹤0.01%
+814
924
$41K ﹤0.01%
+800
925
$41K ﹤0.01%
+376
35 36
37
38 39