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
451
$520K 0.01%
4,935
+310
452
$520K 0.01%
37,882
+1,662
453
$519K 0.01%
21,683
-1,564
454
$514K 0.01%
10,932
+160
455
$511K 0.01%
5,539
-122
456
$508K 0.01%
3,862
+468
457
$506K 0.01%
5,427
-110
458
$503K 0.01%
31,455
+570
459
$500K 0.01%
7,305
-157
460
$498K 0.01%
6,636
+975
461
$498K 0.01%
21,728
462
$497K 0.01%
15,258
-1,739
463
$491K 0.01%
11,413
-368
464
$490K 0.01%
12,226
+36
465
$488K 0.01%
3,925
+49
466
$483K 0.01%
7,054
+242
467
$482K 0.01%
10,058
+1,124
468
$481K 0.01%
6,233
-43
469
$481K 0.01%
+23,732
470
$479K 0.01%
6,425
471
$477K 0.01%
21,048
-2,698
472
$474K 0.01%
13,415
473
$473K 0.01%
5,506
+819
474
$470K 0.01%
9,352
-136
475
$468K 0.01%
10,817
+181
17 18
19
20 21