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
626
$411K 0.01%
6,871
+978
627
$411K 0.01%
8,914
-2,576
628
$410K 0.01%
7,458
629
$408K 0.01%
2,764
+950
630
$408K 0.01%
6,067
+1,120
631
$407K 0.01%
9,665
+27
632
$405K 0.01%
23,200
+5,827
633
$405K 0.01%
3,136
+268
634
$405K 0.01%
+9,214
635
$401K 0.01%
5,811
+723
636
$400K 0.01%
15,973
-15,893
637
$400K 0.01%
9,517
+378
638
$399K 0.01%
7,104
+677
639
$399K 0.01%
10,763
+1,212
640
$395K 0.01%
32,566
+6,424
641
$392K 0.01%
6,150
642
$392K 0.01%
+4,761
643
$392K 0.01%
30,000
+10,000
644
$388K 0.01%
4,238
+31
645
$387K 0.01%
15,827
-6,619
646
$382K 0.01%
5,038
-2
647
$381K 0.01%
4,694
-60
648
$379K 0.01%
20,000
649
$378K 0.01%
14,931
650
$378K 0.01%
5,800
24 25
26
27 28