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
701
$276K 0.01%
5,496
-3,429
702
$276K 0.01%
+9,996
703
$276K 0.01%
6,088
+207
704
$276K 0.01%
3,811
705
$274K 0.01%
2,631
-667
706
$273K 0.01%
3,700
707
$273K 0.01%
+11,350
708
$272K 0.01%
3,686
709
$272K 0.01%
340
710
$271K 0.01%
1,489
711
$268K ﹤0.01%
10,325
+1,970
712
$265K ﹤0.01%
7,380
713
$263K ﹤0.01%
2,922
-3
714
$262K ﹤0.01%
+12,898
715
$259K ﹤0.01%
2,121
+107
716
$256K ﹤0.01%
5,487
+338
717
$255K ﹤0.01%
1,948
+31
718
$254K ﹤0.01%
18,800
719
$253K ﹤0.01%
6,446
-244
720
$252K ﹤0.01%
2,297
721
$249K ﹤0.01%
10,342
+45
722
$248K ﹤0.01%
+2,834
723
$247K ﹤0.01%
2,055
724
$247K ﹤0.01%
6,191
725
$244K ﹤0.01%
9,091
+1,199
27 28
29
30 31