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
576
$408K 0.01%
1,357
+64
577
$406K 0.01%
22,184
-37
578
$404K 0.01%
40,000
579
$401K 0.01%
3,249
+18
580
$397K 0.01%
1,539
-420
581
$394K 0.01%
19,789
+5
582
$391K 0.01%
5,486
+196
583
$391K 0.01%
6,437
+130
584
$388K 0.01%
12,383
-2,330
585
$388K 0.01%
28,200
586
$384K 0.01%
18,000
+335
587
$383K 0.01%
3,610
-84
588
$382K 0.01%
25,332
-340
589
$382K 0.01%
28,128
+586
590
$381K 0.01%
2,720
+136
591
$380K 0.01%
7,690
-39
592
$379K 0.01%
8,408
+73
593
$379K 0.01%
11,840
+350
594
$377K 0.01%
6,277
-7,414
595
$373K 0.01%
6,312
+1,122
596
$372K 0.01%
29,514
597
$372K 0.01%
4,765
-138
598
$369K 0.01%
14,466
-46,384
599
$369K 0.01%
2,897
+40
600
$368K 0.01%
6,263
-112
22 23
24
25 26