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
426
$749K 0.01%
6,922
-143
427
$747K 0.01%
4,904
+3,049
428
$746K 0.01%
36,837
+665
429
$744K 0.01%
11,846
+1,530
430
$744K 0.01%
6,918
+495
431
$730K 0.01%
21,322
+178
432
$729K 0.01%
17,483
+2,719
433
$725K 0.01%
8,015
+153
434
$724K 0.01%
8,506
+298
435
$723K 0.01%
10,651
-732
436
$721K 0.01%
18,639
-428
437
$720K 0.01%
16,515
-2,005
438
$718K 0.01%
10,013
+34
439
$718K 0.01%
13,409
+394
440
$715K 0.01%
8,152
+26
441
$712K 0.01%
3,514
+131
442
$711K 0.01%
6,166
+860
443
$708K 0.01%
4,271
+82
444
$708K 0.01%
7,780
+201
445
$708K 0.01%
9,643
+35
446
$700K 0.01%
32,370
+3,667
447
$700K 0.01%
28,589
-305
448
$699K 0.01%
6,044
+20
449
$693K 0.01%
11,274
+27
450
$690K 0.01%
3,840
-4
16 17
18
19 20