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
201
$2.71M 0.06%
49,157
-2,409
202
$2.7M 0.06%
47,139
+8,953
203
$2.69M 0.06%
64,272
204
$2.68M 0.06%
51,573
+250
205
$2.64M 0.06%
32,080
+843
206
$2.6M 0.06%
41,945
+5,956
207
$2.56M 0.06%
27,581
+561
208
$2.54M 0.06%
49,965
-1,242
209
$2.54M 0.06%
44,315
-1,381
210
$2.52M 0.06%
85,493
-3,105
211
$2.48M 0.05%
50,065
-3,217
212
$2.48M 0.05%
48,842
+988
213
$2.46M 0.05%
18,959
-147
214
$2.44M 0.05%
64,505
-6,049
215
$2.42M 0.05%
265,798
+14,629
216
$2.4M 0.05%
31,966
-584
217
$2.39M 0.05%
79,952
-3,936
218
$2.37M 0.05%
21,428
219
$2.32M 0.05%
26,980
-12
220
$2.32M 0.05%
26,808
-3,958
221
$2.31M 0.05%
59,350
+9,050
222
$2.31M 0.05%
50,060
-635
223
$2.31M 0.05%
49,867
-2,053
224
$2.3M 0.05%
40,370
225
$2.3M 0.05%
29,667
-275
7 8
9
10 11