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
751
$226K ﹤0.01%
+6,783
752
$226K ﹤0.01%
198
+4
753
$225K ﹤0.01%
59
+4
754
$225K ﹤0.01%
+3,560
755
$224K ﹤0.01%
2,235
-496
756
$223K ﹤0.01%
2,468
+40
757
$222K ﹤0.01%
32,317
+1,464
758
$222K ﹤0.01%
4,214
+95
759
$222K ﹤0.01%
13,912
+2,152
760
$221K ﹤0.01%
+2,945
761
$220K ﹤0.01%
+667
762
$219K ﹤0.01%
5,209
-5,800
763
$219K ﹤0.01%
9,784
+125
764
$217K ﹤0.01%
+9,527
765
$216K ﹤0.01%
+3,948
766
$216K ﹤0.01%
+4,329
767
$216K ﹤0.01%
+9,167
768
$215K ﹤0.01%
+2,540
769
$214K ﹤0.01%
+1,811
770
$211K ﹤0.01%
12,651
771
$210K ﹤0.01%
1,602
772
$210K ﹤0.01%
+1,296
773
$209K ﹤0.01%
2,810
774
$209K ﹤0.01%
+4,118
775
$209K ﹤0.01%
+3,963
29 30
31
32 33