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
276
$1.15M 0.03%
16,198
-59
277
$1.15M 0.03%
27,411
-3,386
278
$1.15M 0.03%
14,881
+608
279
$1.15M 0.03%
70,973
+193
280
$1.14M 0.03%
12,929
-210
281
$1.14M 0.03%
2,094
+408
282
$1.14M 0.03%
15,582
+1,588
283
$1.13M 0.03%
21,569
+431
284
$1.13M 0.03%
23,956
+1,161
285
$1.12M 0.03%
18,102
+617
286
$1.12M 0.03%
14,240
+2,429
287
$1.11M 0.03%
7,613
-178
288
$1.11M 0.03%
32,578
+2,890
289
$1.1M 0.03%
34,783
-10,940
290
$1.1M 0.03%
31,118
-35,792
291
$1.1M 0.03%
16,988
-54
292
$1.1M 0.03%
9,595
+445
293
$1.1M 0.03%
11,874
+1,984
294
$1.09M 0.03%
20,278
-425
295
$1.08M 0.03%
94,720
+29,180
296
$1.08M 0.03%
5,719
+172
297
$1.08M 0.03%
7,800
-255
298
$1.07M 0.03%
23,744
+87
299
$1.06M 0.03%
11,861
-517
300
$1.06M 0.03%
22,193
+2,494
10 11
12
13 14