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
501
$561K 0.01%
9,570
-1,658
502
$559K 0.01%
9,012
503
$557K 0.01%
4,475
+72
504
$556K 0.01%
27,036
-3,415
505
$554K 0.01%
7,538
-266
506
$554K 0.01%
5,830
+310
507
$554K 0.01%
+7,670
508
$552K 0.01%
5,640
-65
509
$551K 0.01%
9,204
+550
510
$550K 0.01%
5,780
+484
511
$547K 0.01%
3,229
+112
512
$539K 0.01%
1,823
+29
513
$539K 0.01%
36,287
-8,165
514
$536K 0.01%
6,232
+67
515
$534K 0.01%
7,135
+803
516
$534K 0.01%
3,997
+43
517
$527K 0.01%
9,631
-123
518
$523K 0.01%
9,358
519
$515K 0.01%
9,012
+307
520
$511K 0.01%
27,666
+1,242
521
$509K 0.01%
32,298
+4,326
522
$509K 0.01%
22,889
+4,066
523
$506K 0.01%
7,735
+1,125
524
$503K 0.01%
1,989
-1,149
525
$501K 0.01%
29,950
-4,500
19 20
21
22 23