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
26
$26.2M 0.48%
594,380
+16,637
27
$24.5M 0.45%
265,000
+5,140
28
$23.9M 0.44%
530,893
+363
29
$23.9M 0.44%
342,118
-13,723
30
$23.7M 0.44%
258,200
-11,522
31
$23.5M 0.43%
364,355
-401
32
$23.1M 0.42%
191,313
+2,321
33
$22.5M 0.41%
161,476
+2,942
34
$21.8M 0.4%
235,086
+5,250
35
$21M 0.39%
1,460,688
-5,978
36
$19.9M 0.37%
213,832
-667
37
$18.3M 0.34%
274,160
+12,920
38
$18M 0.33%
53
39
$16.8M 0.31%
250,260
+5,120
40
$16.7M 0.31%
157,623
-5,303
41
$16.2M 0.3%
338,472
+2,238
42
$15.6M 0.29%
555,314
-3,838
43
$15.5M 0.29%
75,457
+959
44
$15.5M 0.28%
113,185
+1,510
45
$15.1M 0.28%
69,207
+1,572
46
$14.6M 0.27%
77,714
+788
47
$14.6M 0.27%
263,792
-4,066
48
$14.5M 0.27%
167,508
-2,226
49
$14.4M 0.27%
241,308
+1,087
50
$14.4M 0.27%
99,781
+1,785
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