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
701
$157K ﹤0.01%
11,717
+288
702
$152K ﹤0.01%
3,733
+144
703
$151K ﹤0.01%
10,077
704
$148K ﹤0.01%
22,273
+565
705
$144K ﹤0.01%
160
-434
706
$140K ﹤0.01%
6,011
+2,686
707
$139K ﹤0.01%
+25,000
708
$133K ﹤0.01%
36,616
-4,803
709
$123K ﹤0.01%
10,155
710
$121K ﹤0.01%
+5,210
711
$118K ﹤0.01%
86,800
712
$110K ﹤0.01%
30,000
713
$108K ﹤0.01%
20,102
-2,420
714
$104K ﹤0.01%
10,500
715
$104K ﹤0.01%
+18,545
716
$102K ﹤0.01%
10,389
+205
717
$87K ﹤0.01%
4,900
+2,450
718
$78K ﹤0.01%
10,200
719
$66K ﹤0.01%
24,627
+413
720
$61K ﹤0.01%
868
-406
721
$60K ﹤0.01%
89,940
-77,752
722
$36K ﹤0.01%
14,400
-587
723
$33K ﹤0.01%
11,427
-7,500
724
$19K ﹤0.01%
+10,424
725
$12K ﹤0.01%
+18,886
27 28
29
30 31