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
276
$1.58M 0.04%
29,595
+2,277
277
$1.58M 0.04%
43,589
-23,180
278
$1.58M 0.04%
21,004
279
$1.56M 0.04%
265,826
+8,549
280
$1.55M 0.04%
20,966
-1,698
281
$1.55M 0.04%
15,674
+381
282
$1.54M 0.04%
52,776
+14,598
283
$1.54M 0.04%
90,764
-4,823
284
$1.53M 0.04%
18,756
+7,356
285
$1.52M 0.04%
28,999
-6,875
286
$1.51M 0.04%
14,947
-299
287
$1.5M 0.04%
53,059
-5,735
288
$1.5M 0.04%
15,995
+2,131
289
$1.49M 0.03%
174,945
+17,700
290
$1.49M 0.03%
44,857
+5,501
291
$1.49M 0.03%
12,887
+1,079
292
$1.48M 0.03%
11,668
+1,129
293
$1.48M 0.03%
21,484
-295
294
$1.47M 0.03%
46,526
+1,164
295
$1.47M 0.03%
30,445
+2,086
296
$1.45M 0.03%
30,800
+980
297
$1.45M 0.03%
14,676
-6,140
298
$1.45M 0.03%
37,300
-2,200
299
$1.45M 0.03%
4,624
+349
300
$1.44M 0.03%
8,985
-103
10 11
12
13 14