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
451
$759K 0.02%
10,393
+740
452
$756K 0.02%
33,072
+4,100
453
$752K 0.02%
8,761
-8,620
454
$752K 0.02%
15,955
-494
455
$751K 0.02%
7,952
+4,030
456
$751K 0.02%
12,615
+1,085
457
$749K 0.02%
8,796
+1,481
458
$743K 0.02%
19,912
-39,962
459
$741K 0.02%
1,431
+55
460
$728K 0.02%
21,330
-2,526
461
$715K 0.02%
+10,148
462
$712K 0.02%
16,699
+2,085
463
$711K 0.02%
9,039
+940
464
$711K 0.02%
9,575
+2,221
465
$710K 0.02%
16,586
+1,698
466
$709K 0.02%
9,680
+2,700
467
$703K 0.02%
14,227
+1,191
468
$701K 0.02%
9,057
-758
469
$699K 0.02%
9,392
-690
470
$698K 0.02%
21,564
-1,327
471
$697K 0.02%
78,308
+540
472
$692K 0.02%
9,363
-1,727
473
$690K 0.02%
16,940
+9,330
474
$689K 0.02%
15,890
-1,236
475
$679K 0.02%
18,865
+822
17 18
19
20 21