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
476
$622K 0.01%
8,579
-5
477
$621K 0.01%
8,543
+1
478
$618K 0.01%
6,890
+727
479
$615K 0.01%
17,128
+795
480
$614K 0.01%
+20,800
481
$614K 0.01%
17,055
+989
482
$612K 0.01%
4,282
483
$608K 0.01%
14,482
+2,783
484
$608K 0.01%
3,968
+57
485
$606K 0.01%
1,613
+58
486
$606K 0.01%
18,517
+148
487
$605K 0.01%
7,775
+1,650
488
$599K 0.01%
18,657
-1,770
489
$599K 0.01%
17,165
-87
490
$597K 0.01%
4,041
-100
491
$594K 0.01%
8,565
+107
492
$591K 0.01%
10,508
+1,453
493
$580K 0.01%
+21,909
494
$578K 0.01%
12,962
-168
495
$578K 0.01%
6,567
+91
496
$576K 0.01%
13,846
-68
497
$567K 0.01%
27,702
-2,700
498
$566K 0.01%
6,550
+90
499
$564K 0.01%
1,504
-10
500
$563K 0.01%
3,817
+6
18 19
20
21 22