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
351
$822K 0.02%
12,436
+1,678
352
$822K 0.02%
10,817
-857
353
$817K 0.02%
9,405
+1,749
354
$816K 0.02%
19,276
+3,244
355
$812K 0.02%
15,603
+770
356
$812K 0.02%
6,689
357
$807K 0.02%
8,361
+700
358
$800K 0.02%
83,400
+4,450
359
$800K 0.02%
10,288
360
$795K 0.02%
9,768
+14
361
$782K 0.02%
23,722
-280
362
$782K 0.02%
16,457
+9,870
363
$767K 0.02%
3,356
+534
364
$766K 0.02%
14,955
+750
365
$762K 0.02%
13,906
366
$760K 0.02%
1,025
-34
367
$752K 0.02%
20,503
+3,349
368
$748K 0.02%
25,758
-452
369
$734K 0.02%
14,372
-6,126
370
$733K 0.02%
11,116
-475
371
$733K 0.02%
16,155
-1,379
372
$733K 0.02%
16,995
+1,852
373
$728K 0.02%
27,283
+1,388
374
$724K 0.02%
21,669
-9,011
375
$721K 0.02%
8,338
+1,488
13 14
15
16 17