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
51
$10.1M 0.28%
152,393
+10,876
52
$9.79M 0.27%
196,193
+2,693
53
$9.2M 0.25%
338,929
+10,213
54
$9.13M 0.25%
114,541
+32,847
55
$9.07M 0.25%
194,369
+8,148
56
$9.03M 0.25%
207,891
+77,203
57
$8.99M 0.25%
149,248
+145,771
58
$8.98M 0.25%
260,808
+6,557
59
$8.96M 0.25%
68,074
+2,339
60
$8.95M 0.25%
110,153
-32,423
61
$8.87M 0.24%
306,528
62
$8.84M 0.24%
63,466
-1,079
63
$8.77M 0.24%
174,089
+10,545
64
$8.67M 0.24%
124,334
-8,220
65
$8.23M 0.23%
141,348
+6,371
66
$8.22M 0.23%
123,474
-1,794
67
$8.2M 0.22%
135,658
+7,771
68
$8.2M 0.22%
104,907
-7,511
69
$8.14M 0.22%
240,980
+19,480
70
$7.87M 0.22%
132,915
+1,644
71
$7.6M 0.21%
326,587
-20,268
72
$7.59M 0.21%
195,301
73
$7.51M 0.21%
81,678
-960
74
$7.39M 0.2%
88,031
-1,514
75
$7.34M 0.2%
217,564
-39,374
1 2
3
4 5