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
326
$1.3M 0.03%
61,470
+14,494
327
$1.3M 0.03%
135,925
-4,922
328
$1.29M 0.03%
42,739
-34,890
329
$1.29M 0.03%
37,673
+1,258
330
$1.29M 0.03%
31,260
-2,717
331
$1.29M 0.03%
39,755
-24,700
332
$1.28M 0.03%
29,538
+2,532
333
$1.28M 0.03%
31,302
334
$1.25M 0.03%
19,140
+803
335
$1.25M 0.03%
6,629
+691
336
$1.25M 0.03%
41,977
-172
337
$1.24M 0.03%
9,699
-320
338
$1.24M 0.03%
48,390
+2,980
339
$1.22M 0.03%
16,905
+600
340
$1.21M 0.03%
11,285
-2,130
341
$1.2M 0.03%
17,120
-41
342
$1.2M 0.03%
23,673
-368
343
$1.19M 0.03%
21,558
+1,152
344
$1.19M 0.03%
35,766
+138
345
$1.18M 0.03%
17,987
+218
346
$1.18M 0.03%
25,034
-21,384
347
$1.18M 0.03%
19,325
-7,932
348
$1.18M 0.03%
44,735
+1,488
349
$1.18M 0.03%
30,595
+1,450
350
$1.16M 0.03%
144,812
12 13
14
15 16