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
726
$298K 0.01%
5,483
+604
727
$298K 0.01%
9,699
-48
728
$296K 0.01%
11,366
729
$296K 0.01%
+75,000
730
$295K 0.01%
23,064
-20,496
731
$295K 0.01%
11,058
-1,914
732
$294K 0.01%
4,533
+911
733
$290K 0.01%
7,136
-252
734
$290K 0.01%
6,450
-1,155
735
$290K 0.01%
22,600
736
$288K 0.01%
12,035
-1,199
737
$288K 0.01%
+5,000
738
$286K 0.01%
11,539
+292
739
$286K 0.01%
8,100
+100
740
$286K 0.01%
1,809
-49
741
$285K 0.01%
8,792
+1,608
742
$285K 0.01%
+17,749
743
$284K 0.01%
28,000
+18,000
744
$284K 0.01%
5,864
-1,397
745
$283K 0.01%
6,634
+700
746
$282K 0.01%
7,766
+266
747
$282K 0.01%
6,294
-280
748
$282K 0.01%
+15,000
749
$277K 0.01%
9,192
-10
750
$276K 0.01%
8,840
28 29
30
31 32