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
476
$675K 0.02%
13,931
477
$674K 0.02%
32,265
-16,500
478
$674K 0.02%
20,830
-528
479
$674K 0.02%
15,448
+3,935
480
$672K 0.02%
16,795
+5,722
481
$671K 0.02%
11,619
-205
482
$671K 0.02%
12,302
+2,087
483
$670K 0.02%
7,859
-2,144
484
$669K 0.02%
1,812
-561
485
$663K 0.02%
18,620
+2,548
486
$662K 0.02%
177,000
487
$658K 0.02%
+17,601
488
$656K 0.02%
16,997
+6,101
489
$655K 0.02%
13,669
-5,332
490
$652K 0.02%
11,163
+3,761
491
$651K 0.02%
4,897
-13,679
492
$646K 0.02%
7,945
+967
493
$642K 0.02%
1,518
-10
494
$641K 0.02%
9,671
+544
495
$641K 0.02%
11,351
-91
496
$639K 0.02%
8,680
+73
497
$637K 0.01%
4,628
+23
498
$634K 0.01%
9,543
-157
499
$632K 0.01%
+72,862
500
$632K 0.01%
+48,735
18 19
20
21 22