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
76
$9.95M 0.22%
90,413
+5,417
77
$9.9M 0.22%
92,989
+16,500
78
$9.51M 0.21%
385,248
-1,152
79
$9.3M 0.2%
194,809
+7,821
80
$9.29M 0.2%
686,619
+620,884
81
$9.19M 0.2%
+363,940
82
$9.09M 0.2%
82,669
-9,582
83
$9.06M 0.2%
511,709
-41,261
84
$9.06M 0.2%
341,009
-3,694
85
$9.05M 0.2%
66,766
-234
86
$8.99M 0.2%
95,444
+1
87
$8.96M 0.2%
65,639
+9,973
88
$8.84M 0.19%
135,528
-13,101
89
$8.8M 0.19%
229,716
+39,287
90
$8.72M 0.19%
113,777
+25,615
91
$8.59M 0.19%
330,851
-53,601
92
$8.5M 0.19%
161,029
-834
93
$8.41M 0.18%
125,825
-5,286
94
$8.33M 0.18%
83,692
-64
95
$8.3M 0.18%
108,630
+224
96
$8.26M 0.18%
91,001
-905
97
$8.03M 0.18%
432,578
+9,261
98
$7.96M 0.17%
103,196
-2,263
99
$7.91M 0.17%
157,040
-2,240
100
$7.78M 0.17%
93,696
-3,505
2 3
4
5 6