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
126
$5.85M 0.13%
81,541
+14,590
127
$5.82M 0.13%
77,468
-2,821
128
$5.8M 0.13%
49,933
-4,567
129
$5.57M 0.12%
102,202
+4,740
130
$5.57M 0.12%
110,238
-100
131
$5.43M 0.12%
143,621
-12,880
132
$5.41M 0.12%
134,004
+5,768
133
$5.29M 0.12%
131,629
-10,205
134
$5.25M 0.11%
82,934
+4,933
135
$5.24M 0.11%
131,714
-4,889
136
$5.12M 0.11%
17,999
-300
137
$5.08M 0.11%
67,403
+1,860
138
$5.07M 0.11%
129,016
-8,446
139
$4.92M 0.11%
131,588
-65,426
140
$4.87M 0.11%
46,300
+1,626
141
$4.7M 0.1%
37,172
+647
142
$4.68M 0.1%
65,610
+7,297
143
$4.67M 0.1%
39,205
+96
144
$4.65M 0.1%
71,903
-12,686
145
$4.57M 0.1%
86,650
146
$4.49M 0.1%
354,046
+305,311
147
$4.49M 0.1%
49,435
-1,271
148
$4.21M 0.09%
182,204
-22,180
149
$4.16M 0.09%
14,877
+148
150
$4.14M 0.09%
49,280
+400
4 5
6
7 8