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
301
$1.35M 0.02%
27,392
+2,579
302
$1.33M 0.02%
17,720
-1,231
303
$1.33M 0.02%
143,223
-1,390
304
$1.33M 0.02%
16,834
+37
305
$1.32M 0.02%
12,417
+89
306
$1.3M 0.02%
9,805
+27
307
$1.3M 0.02%
8,331
-239
308
$1.29M 0.02%
34,288
-5,855
309
$1.29M 0.02%
44,354
+1,178
310
$1.29M 0.02%
31,294
-3,408
311
$1.29M 0.02%
13,593
312
$1.28M 0.02%
13,159
-2,254
313
$1.28M 0.02%
5,373
+79
314
$1.27M 0.02%
15,692
315
$1.27M 0.02%
21,695
+1,247
316
$1.27M 0.02%
38,960
+2,577
317
$1.25M 0.02%
30,733
-5,005
318
$1.25M 0.02%
4,846
-63
319
$1.25M 0.02%
20,070
+301
320
$1.24M 0.02%
9,182
+75
321
$1.24M 0.02%
2,216
+35
322
$1.24M 0.02%
26,736
+1,501
323
$1.23M 0.02%
6,885
+129
324
$1.23M 0.02%
9,833
+427
325
$1.22M 0.02%
23,908
+2
11 12
13
14 15