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
576
$317K 0.01%
+11,004
577
$316K 0.01%
13,020
+1,771
578
$313K 0.01%
+3,653
579
$312K 0.01%
12,100
580
$311K 0.01%
7,430
+32
581
$311K 0.01%
+14,288
582
$310K 0.01%
10,205
583
$309K 0.01%
+5,176
584
$308K 0.01%
24,499
-56,618
585
$306K 0.01%
15,214
-591
586
$306K 0.01%
+13,592
587
$306K 0.01%
5,166
-156
588
$305K 0.01%
10,437
-198
589
$305K 0.01%
+25,000
590
$305K 0.01%
+3,974
591
$303K 0.01%
+19,354
592
$302K 0.01%
10,995
593
$299K 0.01%
+4,290
594
$294K 0.01%
+12,222
595
$294K 0.01%
6,759
-403
596
$294K 0.01%
7,000
597
$292K 0.01%
6,700
598
$291K 0.01%
+2,740
599
$289K 0.01%
+7,601
600
$287K 0.01%
62,300
22 23
24
25 26