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
176
$3.31M 0.07%
18,653
+165
177
$3.3M 0.07%
53,894
-2,629
178
$3.24M 0.07%
21,808
+780
179
$3.24M 0.07%
27,802
-246
180
$3.15M 0.07%
94,997
+1,540
181
$3.15M 0.07%
87,452
-3,221
182
$3.11M 0.07%
35,741
-11,518
183
$3.1M 0.07%
54,096
-8,203
184
$3.08M 0.07%
87,488
-5,241
185
$3.07M 0.07%
27,570
-7,909
186
$3.03M 0.07%
85,854
-34,352
187
$3.03M 0.07%
67,529
-14,816
188
$3.02M 0.07%
114,352
189
$3.01M 0.07%
119,609
-11,991
190
$2.97M 0.07%
88,564
191
$2.92M 0.06%
41,214
-1,358
192
$2.92M 0.06%
74,524
-3,040
193
$2.92M 0.06%
57,245
-2,059
194
$2.88M 0.06%
34,212
-478
195
$2.88M 0.06%
10,679
+103
196
$2.83M 0.06%
15,916
-1,796
197
$2.82M 0.06%
25,361
-9,745
198
$2.77M 0.06%
105,145
199
$2.75M 0.06%
38,505
+7,206
200
$2.72M 0.06%
38,777
-4,587
6 7
8
9 10