V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$15.7M
2
+$15M
3
+$11.5M
4
SLB icon
SLB Ltd
SLB
+$4.86M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.34M

Top Sells

1
+$36.6M
2
+$11.8M
3
+$6.75M
4
JPM icon
JPMorgan Chase
JPM
+$6.45M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$5.71M

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
551
$537K 0.01%
10,609
-155
552
$534K 0.01%
28,657
+10,490
553
$532K 0.01%
23,451
-2,910
554
$530K 0.01%
8,516
-16,105
555
$530K 0.01%
10,446
-210
556
$528K 0.01%
18,653
+2,600
557
$527K 0.01%
6,094
+703
558
$527K 0.01%
4,850
-619
559
$526K 0.01%
20,832
+304
560
$526K 0.01%
4,569
-157
561
$522K 0.01%
9,768
+768
562
$521K 0.01%
25,814
-49,632
563
$515K 0.01%
100,093
-9,985
564
$514K 0.01%
8,350
-38
565
$513K 0.01%
12,923
566
$510K 0.01%
8,500
-1,750
567
$510K 0.01%
9,869
-34,055
568
$509K 0.01%
16,000
569
$508K 0.01%
32,917
570
$508K 0.01%
+12,388
571
$505K 0.01%
6,900
-265
572
$505K 0.01%
26,340
+13,311
573
$505K 0.01%
15,580
-421
574
$504K 0.01%
4,716
+1,040
575
$504K 0.01%
10,765
+1,511
21 22
23
24 25