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
401
$828K 0.02%
14,030
+370
402
$820K 0.02%
5,930
+72
403
$818K 0.02%
27,083
+6,627
404
$816K 0.02%
6,816
-979
405
$815K 0.02%
6,991
-128
406
$812K 0.02%
4,875
-11
407
$811K 0.01%
3,104
+25
408
$810K 0.01%
12,325
409
$808K 0.01%
3,927
+549
410
$807K 0.01%
8,088
-259
411
$801K 0.01%
25,208
-12
412
$801K 0.01%
18,434
+1,635
413
$800K 0.01%
12,400
414
$797K 0.01%
6,596
+196
415
$796K 0.01%
33,873
416
$789K 0.01%
8,331
-72
417
$784K 0.01%
+75,000
418
$775K 0.01%
5,242
+191
419
$771K 0.01%
2,730
+255
420
$763K 0.01%
44,473
+1,367
421
$761K 0.01%
11,064
422
$761K 0.01%
24,768
+148
423
$758K 0.01%
10,001
+2,110
424
$753K 0.01%
7,132
-3,451
425
$750K 0.01%
6,784
+482
15 16
17
18 19