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
651
$231K 0.01%
13,900
652
$228K 0.01%
+16,236
653
$227K 0.01%
6,569
-183
654
$227K 0.01%
1,901
-41
655
$223K 0.01%
4,167
-13,693
656
$223K 0.01%
4,631
+17
657
$221K 0.01%
3,216
+197
658
$220K 0.01%
+976
659
$218K 0.01%
6,422
-9,719
660
$217K 0.01%
30,503
+3,848
661
$216K 0.01%
4,363
-3,220
662
$216K 0.01%
+1,259
663
$215K 0.01%
+5,249
664
$213K 0.01%
12,047
-3,569
665
$213K 0.01%
4,734
+428
666
$213K 0.01%
6,501
-2,990
667
$213K 0.01%
4,978
668
$213K 0.01%
+3,520
669
$212K 0.01%
2,954
+33
670
$212K 0.01%
2,231
-76
671
$212K 0.01%
+3,325
672
$210K 0.01%
7,400
673
$210K 0.01%
+4,708
674
$209K 0.01%
2,796
+529
675
$208K 0.01%
3,175
-36
25 26
27
28 29