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
376
$1.05M 0.02%
24,488
+1,570
377
$1.05M 0.02%
17,624
+930
378
$1.03M 0.02%
20,415
+1,254
379
$1.02M 0.02%
13,146
-13,919
380
$1.02M 0.02%
16,600
-117
381
$1.02M 0.02%
32,894
-1,624
382
$1.01M 0.02%
46,222
+3,578
383
$1.01M 0.02%
8,831
-2,063
384
$1.01M 0.02%
21,465
-106
385
$1.01M 0.02%
68,977
-11,382
386
$1.01M 0.02%
20,524
+1,198
387
$994K 0.02%
12,293
-1,920
388
$994K 0.02%
17,032
+863
389
$990K 0.02%
24,592
+1,075
390
$989K 0.02%
8,203
-313
391
$987K 0.02%
102,080
+1,528
392
$978K 0.02%
64,145
393
$973K 0.02%
27,145
-21,927
394
$970K 0.02%
26,735
+880
395
$969K 0.02%
13,112
-3,326
396
$968K 0.02%
+10,730
397
$961K 0.02%
59,431
+8,561
398
$956K 0.02%
66,506
-67
399
$950K 0.02%
62,018
+4,515
400
$935K 0.02%
18,076
-35,267
14 15
16
17 18