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
376
$951K 0.02%
80,952
377
$950K 0.02%
8,367
+752
378
$948K 0.02%
15,810
-240
379
$946K 0.02%
18,614
-2,483
380
$943K 0.02%
2,662
+121
381
$938K 0.02%
20,385
-101
382
$916K 0.02%
10,811
+150
383
$893K 0.02%
5,818
+153
384
$892K 0.02%
3,721
+2,636
385
$890K 0.02%
9,417
+250
386
$885K 0.02%
9,238
-105
387
$880K 0.02%
19,195
+10,265
388
$880K 0.02%
15,143
-563
389
$873K 0.02%
11,576
+3,412
390
$873K 0.02%
4,100
-991
391
$873K 0.02%
4,601
+278
392
$865K 0.02%
33,585
393
$862K 0.02%
10,277
-202
394
$856K 0.02%
10,561
+74
395
$847K 0.02%
29,222
-792
396
$840K 0.02%
4,160
+16
397
$835K 0.02%
6,795
-239
398
$835K 0.02%
12,562
+3,402
399
$832K 0.02%
15,882
+4,700
400
$832K 0.02%
31,070
+51
14 15
16
17 18