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
601
$454K 0.01%
16,320
-182
602
$454K 0.01%
20,940
-5,698
603
$454K 0.01%
40,074
604
$451K 0.01%
10,350
-325
605
$447K 0.01%
101,150
+8,400
606
$445K 0.01%
5,536
+87
607
$445K 0.01%
11,328
-788
608
$445K 0.01%
8,915
609
$444K 0.01%
18,906
+997
610
$443K 0.01%
460
-200
611
$441K 0.01%
13,350
-28,525
612
$441K 0.01%
+28,590
613
$440K 0.01%
11,871
614
$438K 0.01%
22,070
615
$437K 0.01%
31,807
-10,327
616
$436K 0.01%
17,357
-3,526
617
$436K 0.01%
100,000
618
$435K 0.01%
9,422
+1,054
619
$430K 0.01%
9,215
+126
620
$427K 0.01%
11,397
+4,064
621
$427K 0.01%
7,709
+935
622
$425K 0.01%
15,414
-380
623
$422K 0.01%
3,835
+20
624
$421K 0.01%
6,682
+3,005
625
$413K 0.01%
10,143
+180
23 24
25
26 27