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
326
$943K 0.03%
25,093
+154
327
$941K 0.03%
29,604
+166
328
$938K 0.03%
15,573
-20
329
$938K 0.03%
28,208
+3,362
330
$934K 0.03%
8,538
+113
331
$928K 0.03%
7,691
+390
332
$924K 0.03%
31,640
+13,690
333
$906K 0.02%
14,875
-2,191
334
$893K 0.02%
54,845
+25,875
335
$893K 0.02%
11,797
+1,089
336
$891K 0.02%
47,714
+673
337
$891K 0.02%
7,521
+1,244
338
$888K 0.02%
23,482
+1,786
339
$887K 0.02%
48,502
+4,424
340
$886K 0.02%
16,865
+1,711
341
$876K 0.02%
4,591
+835
342
$862K 0.02%
20,144
+160
343
$860K 0.02%
59,280
+1,290
344
$857K 0.02%
23,558
-74
345
$856K 0.02%
7,162
+24
346
$850K 0.02%
28,886
+2,223
347
$844K 0.02%
18,295
-641
348
$837K 0.02%
18,815
+347
349
$829K 0.02%
30,525
-1,929
350
$827K 0.02%
32,167
-1,940
12 13
14
15 16