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
151
$3.55M 0.07%
81,521
+2,117
152
$3.54M 0.07%
212,739
-87
153
$3.53M 0.07%
57,942
+5,804
154
$3.47M 0.07%
45,264
+4,116
155
$3.46M 0.07%
46,491
-379
156
$3.26M 0.07%
17,442
+187
157
$3.25M 0.07%
22,614
-1,180
158
$3.19M 0.06%
17,528
-1,427
159
$3.11M 0.06%
10,831
+81
160
$3.1M 0.06%
19,584
+1,553
161
$3.1M 0.06%
17,635
+552
162
$3.1M 0.06%
62,092
+482
163
$3.1M 0.06%
15,681
-145
164
$3.07M 0.06%
10,240
+157
165
$3.04M 0.06%
30,732
-3
166
$2.99M 0.06%
52,486
-5,368
167
$2.96M 0.06%
49,217
+4,087
168
$2.96M 0.06%
62,132
169
$2.88M 0.06%
15,827
+2,502
170
$2.81M 0.06%
25,157
+261
171
$2.77M 0.06%
91,990
+5,620
172
$2.75M 0.06%
49,463
+425
173
$2.74M 0.06%
29,048
-490
174
$2.65M 0.05%
26,304
+106
175
$2.65M 0.05%
14,587
+1,614
5 6
7
8 9