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
351
$1.15M 0.03%
10,845
-1,203
352
$1.14M 0.03%
54,123
+1,990
353
$1.14M 0.03%
34,913
-1,770
354
$1.14M 0.03%
21,026
355
$1.13M 0.03%
32,397
+25,776
356
$1.13M 0.03%
218,826
357
$1.13M 0.03%
8,858
-397
358
$1.11M 0.03%
15,818
-1,199
359
$1.11M 0.03%
39,456
+8,422
360
$1.1M 0.03%
62,989
+6,528
361
$1.1M 0.03%
13,814
+1,040
362
$1.1M 0.03%
30,054
+18,617
363
$1.1M 0.03%
33,283
+908
364
$1.09M 0.03%
25,211
-8,261
365
$1.09M 0.03%
55,320
-9,000
366
$1.08M 0.03%
17,041
-1,753
367
$1.07M 0.03%
22,433
+1,377
368
$1.07M 0.03%
11,990
369
$1.07M 0.03%
209,270
-38,840
370
$1.07M 0.03%
31,746
-2,364
371
$1.07M 0.03%
66,199
+341
372
$1.07M 0.03%
15,033
+236
373
$1.06M 0.02%
20,507
-40,340
374
$1.06M 0.02%
20,355
375
$1.05M 0.02%
15,887
+3,110
13 14
15
16 17