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
501
$632K 0.01%
13,184
+620
502
$630K 0.01%
20,135
+3,457
503
$625K 0.01%
13,729
504
$623K 0.01%
7,249
+155
505
$621K 0.01%
22,317
-120
506
$619K 0.01%
10,287
+400
507
$618K 0.01%
13,669
-49
508
$617K 0.01%
19,677
+1,062
509
$610K 0.01%
20,367
510
$610K 0.01%
14,991
+1,953
511
$604K 0.01%
20,748
-5,250
512
$602K 0.01%
18,013
+50
513
$600K 0.01%
15,725
-273
514
$597K 0.01%
14,410
515
$596K 0.01%
12,944
+895
516
$596K 0.01%
21,184
+299
517
$594K 0.01%
9,775
518
$593K 0.01%
74,727
519
$587K 0.01%
7,631
-9
520
$585K 0.01%
29,510
-6,397
521
$578K 0.01%
6,068
-300
522
$578K 0.01%
6,674
+438
523
$574K 0.01%
7,093
524
$574K 0.01%
10,708
+854
525
$573K 0.01%
7,945
-3,190
19 20
21
22 23