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
651
$378K 0.01%
3,458
+27
652
$374K 0.01%
3,487
653
$372K 0.01%
8,985
-2,944
654
$371K 0.01%
20,255
+255
655
$370K 0.01%
11,305
+1,035
656
$368K 0.01%
31,734
-5,012
657
$367K 0.01%
18,111
-290
658
$362K 0.01%
18,221
+1,194
659
$362K 0.01%
9,958
-138
660
$360K 0.01%
8,189
+230
661
$359K 0.01%
5,766
+1,834
662
$358K 0.01%
5,951
663
$357K 0.01%
3,210
664
$357K 0.01%
64,400
-4,323
665
$356K 0.01%
6,270
666
$355K 0.01%
95,442
-41,918
667
$354K 0.01%
38,205
+14,850
668
$352K 0.01%
+2,937
669
$352K 0.01%
7,893
+336
670
$350K 0.01%
+8,130
671
$348K 0.01%
7,920
672
$347K 0.01%
8,847
-46
673
$346K 0.01%
12,530
+60
674
$346K 0.01%
17,298
-4,440
675
$345K 0.01%
5,097
+390
25 26
27
28 29