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
526
$384K 0.01%
2,696
-159
527
$384K 0.01%
11,371
+72
528
$382K 0.01%
10,650
-241
529
$381K 0.01%
+6,212
530
$381K 0.01%
14,560
+5,103
531
$379K 0.01%
11,128
532
$378K 0.01%
6,951
+33
533
$376K 0.01%
16,512
-292
534
$373K 0.01%
6,965
+333
535
$372K 0.01%
18,790
-1,012
536
$371K 0.01%
7,810
+609
537
$370K 0.01%
8,404
-134
538
$370K 0.01%
13,081
539
$368K 0.01%
26,350
-3,780
540
$368K 0.01%
7,736
-225
541
$367K 0.01%
6,524
-1,698
542
$367K 0.01%
31,894
+4,471
543
$366K 0.01%
54,131
-23,025
544
$366K 0.01%
5,627
+64
545
$366K 0.01%
10,934
+598
546
$363K 0.01%
7,201
+2,376
547
$361K 0.01%
13,701
-261
548
$356K 0.01%
3,830
549
$354K 0.01%
11,369
+91
550
$354K 0.01%
15,281
+7,329
20 21
22
23 24