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
701
$318K 0.01%
+12,895
702
$317K 0.01%
2,980
-302
703
$317K 0.01%
3,882
704
$317K 0.01%
7,858
+88
705
$315K 0.01%
4,588
+380
706
$315K 0.01%
10,379
707
$313K 0.01%
8,600
-648
708
$313K 0.01%
9,797
+1,000
709
$311K 0.01%
4,008
-68
710
$311K 0.01%
16,378
+5,865
711
$308K 0.01%
5,710
712
$308K 0.01%
2,969
-1,685
713
$307K 0.01%
10,339
+964
714
$307K 0.01%
13,271
+2,295
715
$307K 0.01%
4,105
716
$306K 0.01%
7,010
+1,391
717
$306K 0.01%
6,281
+1,262
718
$304K 0.01%
5,229
-33
719
$304K 0.01%
6,274
+684
720
$304K 0.01%
5,967
721
$304K 0.01%
4,220
+289
722
$303K 0.01%
9,000
723
$303K 0.01%
2,754
+47
724
$302K 0.01%
9,825
725
$300K 0.01%
7,808
-15
27 28
29
30 31