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
551
$453K 0.01%
15,160
-123
552
$452K 0.01%
8,228
553
$448K 0.01%
33,454
+1,348
554
$447K 0.01%
7,131
-336
555
$447K 0.01%
7,574
+226
556
$443K 0.01%
4,315
+223
557
$441K 0.01%
9,066
+625
558
$441K 0.01%
5,182
+51
559
$436K 0.01%
20,875
+3,158
560
$435K 0.01%
6,328
-97
561
$435K 0.01%
10,950
+50
562
$431K 0.01%
4,808
+138
563
$426K 0.01%
6,543
+198
564
$426K 0.01%
11,608
-6,734
565
$425K 0.01%
6,483
-62
566
$423K 0.01%
1,515
+117
567
$422K 0.01%
7,714
+24
568
$421K 0.01%
2,803
+1,456
569
$421K 0.01%
2,650
570
$420K 0.01%
19,878
+5,860
571
$417K 0.01%
7,384
+35
572
$412K 0.01%
2,104
+36
573
$411K 0.01%
8,563
+111
574
$409K 0.01%
6,403
+82
575
$408K 0.01%
3,645
-8
21 22
23
24 25