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
301
$1.44M 0.03%
27,460
+730
302
$1.44M 0.03%
15,563
+843
303
$1.43M 0.03%
13,764
304
$1.41M 0.03%
37,911
+28
305
$1.41M 0.03%
75,302
-2,673
306
$1.41M 0.03%
83,426
+324
307
$1.4M 0.03%
77,565
+3,464
308
$1.39M 0.03%
25,443
309
$1.39M 0.03%
16,615
-1,392
310
$1.38M 0.03%
36,917
-1,465
311
$1.38M 0.03%
32,904
+3,123
312
$1.38M 0.03%
11,845
+2,115
313
$1.37M 0.03%
77,428
+709
314
$1.36M 0.03%
19,816
+1,940
315
$1.36M 0.03%
60,448
+2,068
316
$1.35M 0.03%
33,489
+1,717
317
$1.35M 0.03%
12,594
+73
318
$1.34M 0.03%
18,703
+1,409
319
$1.34M 0.03%
35,725
+440
320
$1.34M 0.03%
19,993
+1,898
321
$1.34M 0.03%
19,760
-776
322
$1.33M 0.03%
32,382
+6,233
323
$1.33M 0.03%
26,327
+1,351
324
$1.33M 0.03%
27,083
+938
325
$1.31M 0.03%
17,285
-2,890
11 12
13
14 15