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
101
$7.67M 0.17%
177,473
-14,127
102
$7.62M 0.17%
381,960
-42,800
103
$7.35M 0.16%
23,224
+7,996
104
$7.28M 0.16%
62,118
-4,785
105
$7.22M 0.16%
142,377
-51,800
106
$7.21M 0.16%
149,921
+42,070
107
$6.99M 0.15%
81,344
-341
108
$6.99M 0.15%
33,317
-311
109
$6.92M 0.15%
82,358
+34,496
110
$6.91M 0.15%
132,211
-29,591
111
$6.87M 0.15%
178,818
-17,366
112
$6.84M 0.15%
139,932
+44
113
$6.6M 0.14%
251,604
+603
114
$6.58M 0.14%
67,865
-13,485
115
$6.56M 0.14%
171,483
-43,813
116
$6.42M 0.14%
65,902
117
$6.42M 0.14%
130,681
+7,234
118
$6.34M 0.14%
284,012
-8,503
119
$5.97M 0.13%
311,101
-112,915
120
$5.95M 0.13%
65,277
-4,233
121
$5.92M 0.13%
71,909
-110
122
$5.92M 0.13%
127,765
+7,806
123
$5.9M 0.13%
379,143
-482,667
124
$5.9M 0.13%
113,206
+49,288
125
$5.85M 0.13%
69,264
-1,856
3 4
5
6 7