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
426
$830K 0.02%
6,376
427
$828K 0.02%
64,230
-4,755
428
$825K 0.02%
20,304
-698
429
$824K 0.02%
64,411
+285
430
$823K 0.02%
40,768
-2,148
431
$820K 0.02%
13,477
+2,468
432
$817K 0.02%
16,406
+982
433
$810K 0.02%
33,223
+10,972
434
$809K 0.02%
+7,069
435
$807K 0.02%
51,780
-1,200
436
$807K 0.02%
7,682
+1,698
437
$806K 0.02%
17,209
+390
438
$799K 0.02%
12,926
-301
439
$786K 0.02%
62,564
+160
440
$785K 0.02%
13,960
+3,340
441
$783K 0.02%
10,930
442
$782K 0.02%
20,687
+569
443
$779K 0.02%
7,568
-123
444
$778K 0.02%
39,854
-4,581
445
$773K 0.02%
14,405
+4,150
446
$772K 0.02%
24,052
+6,052
447
$772K 0.02%
40,027
+1,602
448
$764K 0.02%
89,058
+10,290
449
$760K 0.02%
45,455
+660
450
$760K 0.02%
11,199
-406
16 17
18
19 20