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
$5.42B
AUM Growth
+$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$6.35M
3
+$6.32M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$5.14M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.16M

Top Sells

1
+$20.7M
2
+$15.4M
3
+$14.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.06M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$6.64M

Sector Composition

1 Financials 5.06%
2 Technology 4.95%
3 Healthcare 3.54%
4 Consumer Staples 2.81%
5 Energy 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$302K 0.01%
+8,341
677
$300K 0.01%
4,202
678
$299K 0.01%
11,840
-108
679
$298K 0.01%
6,248
-301
680
$297K 0.01%
11,227
-78
681
$296K 0.01%
13,198
+806
682
$295K 0.01%
7,006
+49
683
$294K 0.01%
1,691
-15
684
$292K 0.01%
4,175
685
$291K 0.01%
7,326
+43
686
$291K 0.01%
15,580
-600
687
$290K 0.01%
7,427
+1,345
688
$289K 0.01%
11,612
689
$289K 0.01%
2,875
690
$288K 0.01%
26,609
-687
691
$288K 0.01%
6,135
+103
692
$286K 0.01%
5,737
-446
693
$283K 0.01%
22,224
-12,048
694
$283K 0.01%
2,049
695
$282K 0.01%
10,124
-1,405
696
$282K 0.01%
1,728
+57
697
$281K 0.01%
4,510
+347
698
$281K 0.01%
1,152
-20
699
$280K 0.01%
+14,592
700
$277K 0.01%
6,216
26 27
28
29 30