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
576
$502K 0.01%
47,281
+2,790
577
$501K 0.01%
8,643
578
$497K 0.01%
6,487
-9,125
579
$496K 0.01%
10,618
+310
580
$495K 0.01%
21,006
+3,000
581
$492K 0.01%
2,049
-23
582
$492K 0.01%
10,629
+5,467
583
$489K 0.01%
7,557
+36
584
$487K 0.01%
7,104
585
$483K 0.01%
29,156
-3,360
586
$477K 0.01%
30,600
587
$475K 0.01%
13,754
+1,350
588
$474K 0.01%
20,495
-1,585
589
$474K 0.01%
8,328
+430
590
$474K 0.01%
3,291
-29
591
$473K 0.01%
+17,988
592
$471K 0.01%
3,814
-351
593
$470K 0.01%
12,829
-19,542
594
$470K 0.01%
11,155
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595
$465K 0.01%
17,867
+323
596
$464K 0.01%
69,224
597
$464K 0.01%
16,867
+3,424
598
$462K 0.01%
8,387
+120
599
$461K 0.01%
12,591
+370
600
$456K 0.01%
6,048
22 23
24
25 26