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
51
$14.2M 0.26%
86,004
+1
52
$14.2M 0.26%
264,661
-8,127
53
$14M 0.26%
294,597
54
$13.9M 0.26%
110,908
-1,628
55
$13.7M 0.25%
212,760
+37,383
56
$13.7M 0.25%
77,611
57
$13.5M 0.25%
620,270
+36,250
58
$13.5M 0.25%
278,724
-26,836
59
$12.9M 0.24%
98,883
-8,716
60
$12.8M 0.23%
43,396
+447
61
$12.3M 0.23%
144,792
-4,963
62
$12.1M 0.22%
410,888
+14,302
63
$12.1M 0.22%
241,949
+21,338
64
$11.9M 0.22%
136,681
+2,142
65
$11.8M 0.22%
86,318
+1,640
66
$11.7M 0.22%
315,268
+4,197
67
$11.7M 0.22%
124,031
-2,196
68
$11.5M 0.21%
202,240
+2,355
69
$11.4M 0.21%
370,142
-10,165
70
$11.3M 0.21%
206,056
+2,460
71
$11.1M 0.2%
314,480
+9,389
72
$10.7M 0.2%
83,809
+1
73
$10.7M 0.2%
68,736
+1,520
74
$10.6M 0.19%
196,344
-11,695
75
$10.5M 0.19%
179,631
+452
1 2
3
4 5