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
51
$13.6M 0.32%
249,541
-3,017
52
$13.5M 0.32%
282,688
+5,172
53
$13.5M 0.32%
355,816
-43,807
54
$13.2M 0.31%
285,749
+425
55
$12.4M 0.29%
216,646
-20
56
$12.3M 0.29%
323,840
-47,335
57
$12.2M 0.29%
236,779
-120,192
58
$12.1M 0.28%
153,993
-4,947
59
$11.9M 0.28%
861,810
+44,992
60
$11.8M 0.28%
227,194
-13,458
61
$11.7M 0.27%
172,829
+53,479
62
$11.6M 0.27%
496,190
+17,259
63
$11.5M 0.27%
508,610
+28,582
64
$11M 0.26%
163,598
+51,093
65
$10.9M 0.26%
400,649
-73,821
66
$10.7M 0.25%
201,222
-4,696
67
$10.4M 0.24%
187,220
-9,089
68
$10.3M 0.24%
149,942
-13,211
69
$9.7M 0.23%
215,641
+27,980
70
$9.5M 0.22%
552,970
-22,427
71
$9.46M 0.22%
92,251
+3,756
72
$9.44M 0.22%
194,177
+37,956
73
$9.42M 0.22%
194,250
-74,187
74
$9.4M 0.22%
143,074
+2,357
75
$9.32M 0.22%
291,039
+11,838
1 2
3
4 5