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
526
$573K 0.01%
3,793
-1,190
527
$570K 0.01%
6,255
-148
528
$568K 0.01%
19,829
-1,537
529
$566K 0.01%
21,808
-972
530
$566K 0.01%
10,650
-489
531
$565K 0.01%
19,966
+690
532
$565K 0.01%
17,721
+383
533
$563K 0.01%
29,816
+4,892
534
$563K 0.01%
11,280
+661
535
$562K 0.01%
21,094
+5,150
536
$559K 0.01%
+27,164
537
$558K 0.01%
7,349
+114
538
$557K 0.01%
7,340
+495
539
$554K 0.01%
9,203
-4,604
540
$551K 0.01%
9,984
-12
541
$551K 0.01%
12,730
-1,550
542
$549K 0.01%
19,548
-11,144
543
$546K 0.01%
+35,438
544
$545K 0.01%
14,428
-22,950
545
$545K 0.01%
+2,214
546
$543K 0.01%
+35,734
547
$543K 0.01%
20,875
-6,681
548
$542K 0.01%
+13,960
549
$539K 0.01%
22,751
-121
550
$537K 0.01%
21,251
-1,128
20 21
22
23 24