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
401
$631K 0.02%
21,346
-224
402
$627K 0.02%
13,904
+2,351
403
$627K 0.02%
7,027
+315
404
$626K 0.02%
6,239
-38
405
$617K 0.02%
43,364
+10,271
406
$616K 0.02%
13,240
407
$615K 0.02%
16,693
+2,578
408
$612K 0.02%
11,987
-79
409
$612K 0.02%
6,312
+8
410
$611K 0.02%
17,890
+2,192
411
$610K 0.02%
13,340
-130
412
$610K 0.02%
6,747
+760
413
$607K 0.02%
8,540
+3,135
414
$607K 0.02%
44,750
-414
415
$606K 0.02%
8,909
+1,809
416
$601K 0.02%
+62,550
417
$599K 0.02%
19,558
418
$591K 0.02%
143,826
419
$588K 0.02%
172,961
-319
420
$587K 0.02%
13,580
+5,690
421
$585K 0.02%
3,278
+183
422
$583K 0.02%
5,478
-53
423
$582K 0.02%
18,196
-12,340
424
$581K 0.02%
14,035
425
$575K 0.02%
17,449
-2,813
15 16
17
18 19