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
1
$571M 12.51%
3,091,735
+34,281
2
$465M 10.19%
1,905,580
-10,973
3
$124M 2.72%
1,494,514
-34,860
4
$112M 2.46%
1,090,419
-37,334
5
$101M 2.21%
1,139,077
+18,665
6
$98M 2.15%
528,042
-33,587
7
$95M 2.08%
1,416,480
+30,552
8
$91.1M 2%
789,756
+3,094
9
$84.4M 1.85%
2,250,708
-5,244
10
$82.6M 1.81%
3,087,780
-133,010
11
$80.4M 1.76%
1,612,794
-253
12
$59.3M 1.3%
586,012
-1,708
13
$59M 1.29%
947,428
-15,032
14
$55.9M 1.23%
770,325
-12,734
15
$53.6M 1.17%
2,565,872
+587
16
$47.2M 1.03%
690,466
+1,805
17
$42.8M 0.94%
1,126,645
-32,220
18
$42.6M 0.93%
523,111
-18,983
19
$40.8M 0.89%
+240,998
20
$40.6M 0.89%
442,999
+1,471
21
$39.5M 0.86%
959,368
+157,673
22
$38.5M 0.84%
921,065
+25,031
23
$35.4M 0.77%
283,143
-1,704
24
$30.5M 0.67%
1,186,953
+68,440
25
$28.6M 0.63%
863,710
-43,340
1
2 3 4 5