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
151
$4.13M 0.09%
89,962
+50
152
$4.02M 0.09%
72,467
-45,009
153
$4.02M 0.09%
58,159
-254
154
$3.99M 0.09%
50,256
+5,570
155
$3.98M 0.09%
56,694
-6,510
156
$3.91M 0.09%
27,215
-4,127
157
$3.9M 0.09%
81,500
-3,116
158
$3.88M 0.09%
44,161
-378
159
$3.87M 0.08%
180,724
-3,384
160
$3.85M 0.08%
78,091
+26
161
$3.82M 0.08%
121,953
+22,296
162
$3.8M 0.08%
47,128
+775
163
$3.77M 0.08%
102,577
+115
164
$3.75M 0.08%
3,227
-65
165
$3.69M 0.08%
36,812
-1,223
166
$3.66M 0.08%
55,634
167
$3.62M 0.08%
43,497
+38,400
168
$3.61M 0.08%
66,034
+10,219
169
$3.59M 0.08%
31,452
+1,532
170
$3.58M 0.08%
84,972
171
$3.55M 0.08%
100,674
-847
172
$3.54M 0.08%
110,970
-882
173
$3.4M 0.07%
12,387
+737
174
$3.35M 0.07%
51,863
+6,865
175
$3.32M 0.07%
28,454
+83
5 6
7
8 9