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
26
$26.8M 0.63%
1,573,936
-5,012
27
$25.2M 0.59%
241,256
+111,169
28
$23.9M 0.56%
463,223
-113,598
29
$23.6M 0.55%
266,739
+59,159
30
$23.3M 0.55%
266,061
+173,092
31
$22.3M 0.52%
196,586
+37,603
32
$21.5M 0.5%
154,018
-1,276
33
$20M 0.47%
224,116
+8,372
34
$19.8M 0.46%
395,802
+3,058
35
$19.7M 0.46%
296,519
-5,037
36
$19.3M 0.45%
886,390
+40,230
37
$18.5M 0.43%
274,900
+33,200
38
$17.4M 0.41%
201,416
-19,189
39
$16.4M 0.38%
235,699
+3,824
40
$15.5M 0.36%
478,488
+3,405
41
$15.3M 0.36%
387,319
+20,754
42
$15.3M 0.36%
370,316
+2,728
43
$15.2M 0.36%
270,058
+650
44
$14.9M 0.35%
84,364
+13,995
45
$14.9M 0.35%
130,890
-227
46
$14.5M 0.34%
126,807
-23,019
47
$14.5M 0.34%
85
-2
48
$14.5M 0.34%
435,041
-34,428
49
$14.4M 0.34%
877,696
+182,176
50
$14.1M 0.33%
1,080,835
-295,757
1
2
3 4 5