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
726
$242K ﹤0.01%
4,657
727
$241K ﹤0.01%
4,503
728
$241K ﹤0.01%
6,691
+417
729
$240K ﹤0.01%
4,636
-917
730
$240K ﹤0.01%
1,958
+85
731
$240K ﹤0.01%
2,640
+12
732
$239K ﹤0.01%
1,470
733
$238K ﹤0.01%
14,315
-165
734
$238K ﹤0.01%
+9,208
735
$237K ﹤0.01%
10,109
-234
736
$237K ﹤0.01%
4,390
-170
737
$237K ﹤0.01%
3,986
-308
738
$235K ﹤0.01%
4,153
+49
739
$235K ﹤0.01%
2,535
-407
740
$234K ﹤0.01%
+6,684
741
$232K ﹤0.01%
2,560
+33
742
$232K ﹤0.01%
2,196
+111
743
$231K ﹤0.01%
+2,911
744
$230K ﹤0.01%
+783
745
$229K ﹤0.01%
6,423
-129
746
$228K ﹤0.01%
7,491
+460
747
$227K ﹤0.01%
2,902
-119
748
$227K ﹤0.01%
13,060
+866
749
$226K ﹤0.01%
7,838
750
$226K ﹤0.01%
4,208
28 29
30
31 32