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
326
$1.22M 0.02%
26,375
-4,647
327
$1.22M 0.02%
33,199
-162
328
$1.22M 0.02%
14,243
+704
329
$1.22M 0.02%
16,044
+408
330
$1.22M 0.02%
13,304
-1,000
331
$1.21M 0.02%
12,150
+752
332
$1.21M 0.02%
22,431
+696
333
$1.21M 0.02%
15,692
+56
334
$1.2M 0.02%
34,723
+520
335
$1.2M 0.02%
6,035
336
$1.18M 0.02%
8,128
+23
337
$1.18M 0.02%
7,830
-616
338
$1.17M 0.02%
39,945
+330
339
$1.17M 0.02%
62,786
+6,349
340
$1.14M 0.02%
5,758
+513
341
$1.14M 0.02%
955
+24
342
$1.13M 0.02%
5,393
+20
343
$1.13M 0.02%
53,315
344
$1.12M 0.02%
4,589
+4
345
$1.12M 0.02%
25,093
346
$1.12M 0.02%
20,253
-559
347
$1.12M 0.02%
40,110
+1,005
348
$1.11M 0.02%
13,086
-190
349
$1.11M 0.02%
11,104
+80
350
$1.1M 0.02%
30,570
-885
12 13
14
15 16