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
$4.96B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$9.12M
3
+$6.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.37M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.84M

Top Sells

1
+$30.1M
2
+$9.67M
3
+$4.38M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$4.27M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.61M

Sector Composition

1 Financials 4.69%
2 Technology 4.34%
3 Healthcare 3.53%
4 Energy 3.28%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.37M 0.13%
132,150
+4,211
102
$6.34M 0.13%
87,948
103
$6.24M 0.13%
60,125
+3,403
104
$6.09M 0.12%
168,169
-693
105
$6.03M 0.12%
22,617
+472
106
$6.02M 0.12%
107,306
-1,449
107
$6M 0.12%
35,898
+39
108
$5.93M 0.12%
62,352
+601
109
$5.78M 0.12%
69,190
-4,962
110
$5.34M 0.11%
110,504
-1,496
111
$5.28M 0.11%
93,837
-4,490
112
$5.25M 0.11%
62,303
+387
113
$5.22M 0.11%
32,874
-433
114
$5.2M 0.1%
259,890
-21,375
115
$5.03M 0.1%
80,289
-2,248
116
$4.98M 0.1%
237,016
-10,546
117
$4.87M 0.1%
30,513
-372
118
$4.79M 0.1%
95,576
+12,524
119
$4.75M 0.1%
146,028
+1,881
120
$4.74M 0.1%
43,349
+2,321
121
$4.72M 0.09%
140,163
-11,479
122
$4.7M 0.09%
19,424
+652
123
$4.69M 0.09%
17,124
+278
124
$4.68M 0.09%
191,086
+16,652
125
$4.59M 0.09%
22,829
+256
3 4
5
6 7