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
$3.65B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.1M
3
+$11.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.33M

Top Sells

1
+$7.66M
2
+$6.38M
3
+$6.25M
4
IXC icon
iShares Global Energy ETF
IXC
+$4.09M
5
BABA icon
Alibaba
BABA
+$2.63M

Sector Composition

1 Energy 5%
2 Financials 4.92%
3 Healthcare 4.51%
4 Consumer Staples 3.92%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.56M 0.04%
6,722
-77
227
$1.54M 0.04%
15,932
+1,568
228
$1.54M 0.04%
12,784
-13,637
229
$1.54M 0.04%
10,882
+46
230
$1.54M 0.04%
15,594
-95
231
$1.52M 0.04%
10,884
+1,281
232
$1.52M 0.04%
31,302
233
$1.51M 0.04%
36,628
+570
234
$1.5M 0.04%
7,600
+1,233
235
$1.49M 0.04%
8,041
-133
236
$1.49M 0.04%
27,254
+4,376
237
$1.46M 0.04%
15,725
-75
238
$1.46M 0.04%
16,857
+177
239
$1.45M 0.04%
12,045
+1,357
240
$1.44M 0.04%
21,237
241
$1.43M 0.04%
17,644
-340
242
$1.42M 0.04%
53,200
243
$1.41M 0.04%
16,702
+3,918
244
$1.41M 0.04%
11,070
-961
245
$1.41M 0.04%
51,326
+682
246
$1.4M 0.04%
14,195
+13
247
$1.4M 0.04%
26,245
+406
248
$1.39M 0.04%
26,294
+5,554
249
$1.39M 0.04%
19,224
+4,670
250
$1.38M 0.04%
43,541
-97
8 9
10
11 12