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
676
$340K 0.01%
7,025
677
$339K 0.01%
2,855
+341
678
$338K 0.01%
7,479
-613
679
$338K 0.01%
7,075
-1,203
680
$337K 0.01%
6,408
-30
681
$336K 0.01%
19,437
+19
682
$334K 0.01%
5,755
683
$333K 0.01%
12,915
-2,650
684
$332K 0.01%
11,046
+550
685
$332K 0.01%
8,038
-90
686
$332K 0.01%
7,743
+420
687
$331K 0.01%
24,640
-8,810
688
$331K 0.01%
4,100
689
$328K 0.01%
10,342
-2,574
690
$328K 0.01%
11,502
691
$327K 0.01%
49,068
692
$327K 0.01%
7,432
-243
693
$326K 0.01%
6,709
694
$326K 0.01%
10,944
-1,571
695
$325K 0.01%
13,986
696
$324K 0.01%
13,989
-1,753
697
$322K 0.01%
11,967
+154
698
$322K 0.01%
4,849
-1,457
699
$322K 0.01%
+6,307
700
$320K 0.01%
+7,682
26 27
28
29 30