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
$4.23B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$15.2M
3
+$11.6M
4
SLB icon
SLB Ltd
SLB
+$5.23M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.27M

Top Sells

1
+$36.6M
2
+$11.9M
3
+$6.87M
4
JPM icon
JPMorgan Chase
JPM
+$6.21M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$5.87M

Sector Composition

1 Energy 8.97%
2 Consumer Staples 7.97%
3 Financials 5.73%
4 Healthcare 4.22%
5 Technology 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.18M 0.05%
53,021
+1,566
227
$2.18M 0.05%
51,920
-238
228
$2.17M 0.05%
29,942
-6,425
229
$2.16M 0.05%
35,306
-1,828
230
$2.16M 0.05%
140,665
+15,596
231
$2.13M 0.05%
31,299
-26,495
232
$2.09M 0.05%
33,190
+1,028
233
$2.09M 0.05%
27,020
-250
234
$2.08M 0.05%
35,989
+75
235
$2.08M 0.05%
38,186
-30,120
236
$2.07M 0.05%
79,312
-38,007
237
$2.06M 0.05%
39,737
+2,840
238
$2.05M 0.05%
40,370
-1,788
239
$2.03M 0.05%
18,677
+11,299
240
$1.98M 0.05%
20,189
-523
241
$1.94M 0.05%
31,084
-28
242
$1.93M 0.05%
27,768
+17,778
243
$1.93M 0.05%
47,872
+1,670
244
$1.92M 0.05%
24,961
-9,132
245
$1.91M 0.04%
67,603
246
$1.9M 0.04%
52,323
-2,667
247
$1.9M 0.04%
50,300
+28,220
248
$1.89M 0.04%
24,399
+736
249
$1.89M 0.04%
28,728
+205
250
$1.88M 0.04%
43,110
+237
8 9
10
11 12