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
251
$1.71M 0.03%
11,271
+270
252
$1.7M 0.03%
14,297
-7
253
$1.7M 0.03%
14,688
-115
254
$1.68M 0.03%
21,555
+1,893
255
$1.67M 0.03%
34,714
+3,844
256
$1.67M 0.03%
9,101
+138
257
$1.64M 0.03%
14,624
-73
258
$1.63M 0.03%
16,165
-120
259
$1.63M 0.03%
22,753
+195
260
$1.62M 0.03%
32,197
+512
261
$1.62M 0.03%
41,010
-4,572
262
$1.61M 0.03%
44,135
+1,410
263
$1.6M 0.03%
7,332
+143
264
$1.6M 0.03%
16,918
+151
265
$1.6M 0.03%
5,383
+416
266
$1.59M 0.03%
16,798
+61
267
$1.58M 0.03%
11,554
+1,050
268
$1.58M 0.03%
4,196
+1,386
269
$1.58M 0.03%
18,577
-160
270
$1.57M 0.03%
11,763
+520
271
$1.57M 0.03%
23,064
+5,365
272
$1.56M 0.03%
51,172
-10
273
$1.54M 0.03%
1,945
+6
274
$1.54M 0.03%
12,872
+4,909
275
$1.54M 0.03%
13,103
+86
9 10
11
12 13