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
426
$574K 0.02%
8,424
+59
427
$573K 0.02%
4,568
+593
428
$572K 0.02%
9,047
+806
429
$571K 0.02%
+64,669
430
$568K 0.02%
11,062
+812
431
$562K 0.02%
13,125
-274
432
$558K 0.02%
56,205
433
$553K 0.02%
+12,976
434
$545K 0.01%
2,875
-19
435
$544K 0.01%
9,036
+422
436
$543K 0.01%
2,910
+1,000
437
$541K 0.01%
10,755
+5,000
438
$538K 0.01%
20,400
439
$536K 0.01%
11,345
-805
440
$534K 0.01%
24,588
-1,993
441
$533K 0.01%
4,995
+1,662
442
$532K 0.01%
5,181
+1,460
443
$529K 0.01%
30,735
+163
444
$528K 0.01%
10,723
+335
445
$528K 0.01%
61,026
-3,111
446
$525K 0.01%
6,774
+16
447
$524K 0.01%
4,807
+390
448
$524K 0.01%
17,578
-773
449
$523K 0.01%
9,713
+224
450
$522K 0.01%
10,297
+137
16 17
18
19 20