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
401
$934K 0.02%
14,584
+2,322
402
$926K 0.02%
21,937
403
$925K 0.02%
10,687
+32
404
$918K 0.02%
6,616
-50
405
$916K 0.02%
19,892
-7,141
406
$913K 0.02%
16,245
+112
407
$909K 0.02%
44,112
-56,450
408
$904K 0.02%
6,804
+270
409
$904K 0.02%
8,027
-138
410
$897K 0.02%
17,467
+477
411
$896K 0.02%
15,932
+1,584
412
$888K 0.02%
+65,735
413
$883K 0.02%
16,929
+71
414
$883K 0.02%
32,440
+97
415
$876K 0.02%
20,022
-18,296
416
$870K 0.02%
79,140
+23,240
417
$869K 0.02%
21,107
-511
418
$866K 0.02%
35,490
-1,378
419
$865K 0.02%
21,522
+58
420
$863K 0.02%
20,633
-2,956
421
$849K 0.02%
45,785
+3,232
422
$848K 0.02%
37,372
-11,343
423
$845K 0.02%
7,071
+535
424
$835K 0.02%
49,340
+5,820
425
$832K 0.02%
9,181
+33
15 16
17
18 19