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
601
$368K 0.01%
2,557
-56
602
$366K 0.01%
3,303
+361
603
$366K 0.01%
6,320
604
$366K 0.01%
2,627
+173
605
$363K 0.01%
9,752
-34
606
$360K 0.01%
5,497
607
$360K 0.01%
6,800
-5,300
608
$360K 0.01%
4,700
+77
609
$358K 0.01%
+1,544
610
$356K 0.01%
1,525
-719
611
$355K 0.01%
5,946
+253
612
$353K 0.01%
16,176
-206
613
$353K 0.01%
11,341
+1,201
614
$351K 0.01%
3,161
-611
615
$351K 0.01%
5,585
+170
616
$351K 0.01%
12,022
+140
617
$348K 0.01%
13,582
+937
618
$348K 0.01%
3,105
+42
619
$348K 0.01%
8,107
+1,297
620
$347K 0.01%
4,004
-131
621
$346K 0.01%
10,104
-108
622
$344K 0.01%
1,281
-50
623
$344K 0.01%
4,476
+79
624
$344K 0.01%
24,696
+6,927
625
$344K 0.01%
3,102
-33
23 24
25
26 27