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
276
$1.53M 0.03%
4,533
-26
277
$1.53M 0.03%
29,861
+1,588
278
$1.53M 0.03%
44,450
+5,258
279
$1.51M 0.03%
20,369
+1,096
280
$1.51M 0.03%
17,428
281
$1.5M 0.03%
14,539
+674
282
$1.5M 0.03%
7,818
-434
283
$1.49M 0.03%
14,189
-34
284
$1.49M 0.03%
24,850
+7,920
285
$1.48M 0.03%
12,975
+2,145
286
$1.48M 0.03%
64,672
-1,255
287
$1.47M 0.03%
27,803
+376
288
$1.47M 0.03%
19,286
289
$1.45M 0.03%
10,144
-877
290
$1.43M 0.03%
3,896
-119
291
$1.4M 0.03%
6,588
+661
292
$1.4M 0.03%
4,324
+110
293
$1.39M 0.03%
14,868
+1,625
294
$1.39M 0.03%
9,819
-74
295
$1.39M 0.03%
16,977
-4,233
296
$1.38M 0.03%
107,682
+54
297
$1.38M 0.03%
6,600
+42
298
$1.37M 0.03%
30,360
+1,314
299
$1.36M 0.03%
13,964
+19
300
$1.36M 0.03%
85,129
-4,997
10 11
12
13 14