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
476
$466K 0.01%
39,348
-42,342
477
$466K 0.01%
8,217
478
$465K 0.01%
11,298
-1,590
479
$462K 0.01%
348
+7
480
$461K 0.01%
7,783
-65
481
$461K 0.01%
12,325
482
$455K 0.01%
4,915
+438
483
$454K 0.01%
5,159
+252
484
$452K 0.01%
87,821
+21,585
485
$452K 0.01%
5,264
486
$450K 0.01%
10,721
+202
487
$449K 0.01%
7,891
488
$447K 0.01%
10,540
+124
489
$445K 0.01%
6,553
+248
490
$444K 0.01%
4,048
491
$443K 0.01%
6,886
+238
492
$439K 0.01%
3,887
493
$436K 0.01%
9,608
+5,796
494
$435K 0.01%
+3,858
495
$435K 0.01%
10,243
+149
496
$429K 0.01%
6,190
-2
497
$429K 0.01%
520,240
+13,280
498
$429K 0.01%
7,764
-96
499
$427K 0.01%
11,969
-58
500
$426K 0.01%
34,395
-2,210
18 19
20
21 22