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
251
$1.86M 0.04%
18,912
+58
252
$1.86M 0.04%
29,701
+10,610
253
$1.86M 0.04%
26,571
+2,130
254
$1.85M 0.04%
215,850
-11,400
255
$1.83M 0.04%
46,067
+233
256
$1.82M 0.04%
35,536
-1,561
257
$1.81M 0.04%
20,716
-95
258
$1.77M 0.04%
29,208
+2,610
259
$1.77M 0.04%
21,428
-720
260
$1.77M 0.04%
53,488
-7,077
261
$1.76M 0.04%
43,120
-65
262
$1.75M 0.04%
20,934
+797
263
$1.71M 0.04%
72,519
+1,006
264
$1.71M 0.04%
41,678
-2,126
265
$1.7M 0.04%
39,430
+3,619
266
$1.69M 0.04%
37,820
+386
267
$1.69M 0.04%
19,968
-969
268
$1.69M 0.04%
17,326
+2,692
269
$1.64M 0.04%
19,674
+906
270
$1.64M 0.04%
21,283
-3,819
271
$1.63M 0.04%
19,921
-80
272
$1.62M 0.04%
6,181
+1,172
273
$1.61M 0.04%
43,805
-4,404
274
$1.6M 0.04%
47,920
+1,100
275
$1.59M 0.04%
38,056
-146
9 10
11
12 13