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
376
$718K 0.02%
23,982
-222
377
$712K 0.02%
20,973
+856
378
$707K 0.02%
84,208
-31,074
379
$706K 0.02%
39,410
-776
380
$703K 0.02%
11,340
-959
381
$689K 0.02%
2,280
+309
382
$687K 0.02%
6,895
-117
383
$684K 0.02%
26,436
+1,876
384
$684K 0.02%
5,317
385
$682K 0.02%
20,379
-4,344
386
$679K 0.02%
+6,290
387
$672K 0.02%
14,579
-920
388
$670K 0.02%
12,108
+2,359
389
$666K 0.02%
10,149
+4,939
390
$663K 0.02%
12,001
+112
391
$662K 0.02%
27,895
+477
392
$655K 0.02%
6,317
-227
393
$653K 0.02%
5,293
+288
394
$653K 0.02%
11,143
-169
395
$649K 0.02%
+69,000
396
$648K 0.02%
16,068
+2,058
397
$648K 0.02%
30,840
+4,302
398
$646K 0.02%
25,150
-290
399
$637K 0.02%
7,026
+173
400
$636K 0.02%
192,202
14 15
16
17 18