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
251
$1.38M 0.04%
20,589
-5,683
252
$1.38M 0.04%
30,753
-1,090
253
$1.38M 0.04%
52,384
-41,794
254
$1.37M 0.04%
16,899
+4,221
255
$1.35M 0.04%
20,418
+4,491
256
$1.35M 0.04%
11,560
+482
257
$1.35M 0.04%
34,889
-759
258
$1.34M 0.04%
13,227
259
$1.31M 0.04%
19,336
-3,650
260
$1.31M 0.04%
3,870
+272
261
$1.31M 0.04%
18,548
+694
262
$1.29M 0.04%
56,935
-389
263
$1.28M 0.04%
16,933
+888
264
$1.28M 0.04%
21,087
-27
265
$1.27M 0.03%
39,792
-63
266
$1.24M 0.03%
53,773
-22,374
267
$1.24M 0.03%
36,440
-1,117
268
$1.23M 0.03%
6,089
+1,213
269
$1.22M 0.03%
5,084
+624
270
$1.21M 0.03%
60,767
-10,888
271
$1.21M 0.03%
25,601
-285
272
$1.2M 0.03%
25,784
-6,076
273
$1.18M 0.03%
55,074
+2,194
274
$1.16M 0.03%
43,934
+7,061
275
$1.16M 0.03%
6,107
+759
9 10
11
12 13