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
451
$686K 0.01%
7,293
-1,985
452
$685K 0.01%
3,827
+94
453
$685K 0.01%
2,381
+45
454
$682K 0.01%
28,769
+5,160
455
$681K 0.01%
22,481
+10,268
456
$678K 0.01%
4,024
-86
457
$677K 0.01%
12,665
458
$676K 0.01%
14,973
+891
459
$675K 0.01%
11,936
-4,511
460
$674K 0.01%
4,450
+154
461
$672K 0.01%
8,565
+201
462
$671K 0.01%
12,424
+321
463
$668K 0.01%
16,219
-2,529
464
$668K 0.01%
10,605
+1,885
465
$659K 0.01%
10,745
+500
466
$655K 0.01%
3,929
+60
467
$654K 0.01%
13,613
+111
468
$653K 0.01%
9,791
-2,584
469
$649K 0.01%
4,346
+73
470
$648K 0.01%
19,848
-8,125
471
$637K 0.01%
13,551
+1,289
472
$631K 0.01%
3,904
+240
473
$631K 0.01%
10,269
+21
474
$628K 0.01%
5,885
-153
475
$622K 0.01%
4,509
+154
17 18
19
20 21