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
751
$273K 0.01%
2,920
-6
752
$272K 0.01%
21,234
-822
753
$272K 0.01%
3,378
+174
754
$271K 0.01%
14,559
+538
755
$271K 0.01%
23,045
756
$270K 0.01%
3,628
+338
757
$270K 0.01%
+23,776
758
$270K 0.01%
+43,351
759
$269K 0.01%
23,208
+2,616
760
$268K 0.01%
13,926
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761
$267K 0.01%
5,144
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762
$266K 0.01%
18,129
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763
$265K 0.01%
4,530
764
$265K 0.01%
6,018
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765
$263K 0.01%
1,441
-17
766
$261K 0.01%
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767
$259K 0.01%
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768
$259K 0.01%
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769
$258K 0.01%
6,858
770
$258K 0.01%
8,680
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771
$257K 0.01%
+5,527
772
$257K 0.01%
11,140
773
$256K 0.01%
2,455
+45
774
$256K 0.01%
5,467
775
$256K 0.01%
658,360
-174,360
29 30
31
32 33