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
301
$1.06M 0.03%
13,866
+1,009
302
$1.06M 0.03%
30,735
303
$1.06M 0.03%
19,129
+8
304
$1.05M 0.03%
21,041
+2,081
305
$1.05M 0.03%
30,000
306
$1.05M 0.03%
38,510
-7,940
307
$1.04M 0.03%
28,314
-2,542
308
$1.03M 0.03%
8,171
+143
309
$1.02M 0.03%
22,223
+2,305
310
$1.02M 0.03%
26,689
-1,572
311
$1.01M 0.03%
77,124
+5,864
312
$1M 0.03%
17,185
+729
313
$1M 0.03%
35,730
+72
314
$994K 0.03%
+22,549
315
$990K 0.03%
34,383
+4,249
316
$988K 0.03%
13,823
+559
317
$985K 0.03%
9,109
-573
318
$977K 0.03%
16,938
+838
319
$974K 0.03%
63,494
+678
320
$968K 0.03%
9,800
321
$961K 0.03%
22,360
+1,694
322
$957K 0.03%
28,734
+2,809
323
$952K 0.03%
18,790
+503
324
$951K 0.03%
23,008
+7,886
325
$951K 0.03%
24,370
-223
11 12
13
14 15