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
26
$19.4M 0.53%
161,254
+30,757
27
$17.7M 0.49%
257,983
+50,913
28
$17.4M 0.48%
320,332
+11,350
29
$17.4M 0.48%
600,231
+408,757
30
$16.4M 0.45%
298,648
-3,600
31
$15.2M 0.42%
173,323
+7,861
32
$15M 0.41%
200,084
-12,589
33
$14.1M 0.39%
94,762
-1,625
34
$14.1M 0.39%
500,910
+272,578
35
$13.8M 0.38%
70
36
$13.8M 0.38%
238,394
-5,862
37
$13.5M 0.37%
526,302
-51,719
38
$12.8M 0.35%
397,776
+149,066
39
$12.8M 0.35%
96,454
+394
40
$12.6M 0.34%
110,313
-1,351
41
$12.4M 0.34%
124,184
-5,623
42
$12M 0.33%
280,338
-12,425
43
$12M 0.33%
108,264
+2,233
44
$12M 0.33%
390,896
+12,885
45
$11.6M 0.32%
119,042
+1,974
46
$11.5M 0.32%
268,289
+3,550
47
$11.2M 0.31%
84,795
+1,381
48
$10.9M 0.3%
103,624
-49
49
$10.3M 0.28%
116,827
50
$10.1M 0.28%
389,582
+1,397
1
2
3 4 5