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
526
$501K 0.01%
4,637
-518
527
$497K 0.01%
4,723
528
$497K 0.01%
4,256
-27
529
$495K 0.01%
3,873
+718
530
$491K 0.01%
9,447
-75
531
$488K 0.01%
3,161
-33
532
$487K 0.01%
+9,763
533
$485K 0.01%
3,936
-124
534
$482K 0.01%
10,097
535
$482K 0.01%
6,851
-124
536
$482K 0.01%
3,610
+169
537
$481K 0.01%
3,104
+130
538
$476K 0.01%
2,086
-111
539
$476K 0.01%
8,238
-7,169
540
$472K 0.01%
32,335
541
$472K 0.01%
7,480
-2,023
542
$472K 0.01%
8,094
543
$468K 0.01%
9,906
544
$466K 0.01%
6,457
-391
545
$464K 0.01%
35,353
+2,314
546
$462K 0.01%
5,264
+238
547
$457K 0.01%
16,000
548
$456K 0.01%
8,397
+1,233
549
$455K 0.01%
21,980
+138
550
$454K 0.01%
12,607
+70
20 21
22
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