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
351
$1.08M 0.02%
27,469
-1
352
$1.05M 0.02%
35,168
-3,430
353
$1.05M 0.02%
19,681
-90
354
$1.04M 0.02%
9,836
+451
355
$1.04M 0.02%
62,550
356
$1.04M 0.02%
11,570
+752
357
$1.04M 0.02%
4,297
-194
358
$1.03M 0.02%
7,044
-10
359
$1.02M 0.02%
12,836
+741
360
$1.02M 0.02%
15,184
+60
361
$1.01M 0.02%
14,289
+24
362
$1M 0.02%
31,913
+4,510
363
$1M 0.02%
6,246
+149
364
$994K 0.02%
23,631
-341
365
$988K 0.02%
6,133
+124
366
$987K 0.02%
24,603
-22,606
367
$986K 0.02%
10,691
+236
368
$977K 0.02%
29,500
-4,700
369
$966K 0.02%
18,314
+3,258
370
$962K 0.02%
15,156
+1,428
371
$961K 0.02%
6,417
-133
372
$959K 0.02%
7,270
+51
373
$959K 0.02%
+32,259
374
$953K 0.02%
25,312
+4,622
375
$951K 0.02%
41,820
-4,352
13 14
15
16 17