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
626
$256K 0.01%
9,515
+30
627
$255K 0.01%
4,454
+136
628
$254K 0.01%
7,033
-198
629
$253K 0.01%
31,840
-1,110
630
$251K 0.01%
2,102
+26
631
$251K 0.01%
+2,920
632
$250K 0.01%
9,211
633
$248K 0.01%
14,490
+530
634
$247K 0.01%
13,268
+163
635
$247K 0.01%
+8,130
636
$245K 0.01%
6,624
-573
637
$245K 0.01%
+6,318
638
$243K 0.01%
65,250
639
$243K 0.01%
4,247
-52
640
$242K 0.01%
4,228
+132
641
$240K 0.01%
3,879
-2,466
642
$238K 0.01%
2,522
643
$238K 0.01%
6,735
-15,534
644
$238K 0.01%
+24,692
645
$235K 0.01%
17,842
-859
646
$234K 0.01%
+12,171
647
$234K 0.01%
27,616
+4,910
648
$234K 0.01%
+3,980
649
$234K 0.01%
5,983
-133
650
$233K 0.01%
+6,055
24 25
26
27 28