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
501
$423K 0.01%
5,949
+849
502
$423K 0.01%
12,731
+695
503
$417K 0.01%
9,964
-173
504
$417K 0.01%
26,789
-39,912
505
$415K 0.01%
33,239
+12,887
506
$413K 0.01%
15,982
-1,004
507
$413K 0.01%
9,298
508
$410K 0.01%
12,322
+190
509
$410K 0.01%
10,785
+1,137
510
$408K 0.01%
45,224
+9,400
511
$402K 0.01%
7,443
+1,048
512
$402K 0.01%
7,680
513
$402K 0.01%
4,282
-1,297
514
$402K 0.01%
6,500
-742
515
$402K 0.01%
4,854
+1,616
516
$401K 0.01%
+21,763
517
$400K 0.01%
4,125
-46
518
$399K 0.01%
+57,220
519
$398K 0.01%
6,582
520
$398K 0.01%
+10,126
521
$397K 0.01%
77,900
522
$395K 0.01%
13,171
-126
523
$390K 0.01%
4,574
-67
524
$390K 0.01%
5,174
525
$388K 0.01%
5,680
+160
19 20
21
22 23