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
$5.42B
AUM Growth
+$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$6.35M
3
+$6.32M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$5.14M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.16M

Top Sells

1
+$20.7M
2
+$15.4M
3
+$14.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.06M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$6.64M

Sector Composition

1 Financials 5.06%
2 Technology 4.95%
3 Healthcare 3.54%
4 Consumer Staples 2.81%
5 Energy 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.08M 0.04%
22,162
+1,250
227
$2.01M 0.04%
25,140
-1,132
228
$1.97M 0.04%
19,421
229
$1.97M 0.04%
11,184
+1,779
230
$1.96M 0.04%
30,244
+392
231
$1.95M 0.04%
5,674
+100
232
$1.94M 0.04%
32,632
+922
233
$1.94M 0.04%
12,819
-619
234
$1.94M 0.04%
36,125
+2,752
235
$1.93M 0.04%
13,537
-4,349
236
$1.92M 0.04%
21,846
+2,807
237
$1.91M 0.04%
3,275
-140
238
$1.91M 0.04%
29,290
+1,900
239
$1.91M 0.04%
23,640
+440
240
$1.91M 0.04%
65,190
+860
241
$1.89M 0.03%
29,637
+970
242
$1.89M 0.03%
27,135
-1,802
243
$1.87M 0.03%
77,523
+5,529
244
$1.85M 0.03%
8,956
+36
245
$1.85M 0.03%
31,052
246
$1.83M 0.03%
3,646
-34
247
$1.83M 0.03%
15,032
+596
248
$1.77M 0.03%
30,026
+674
249
$1.76M 0.03%
23,152
-3,126
250
$1.74M 0.03%
20,484
+188
8 9
10
11 12