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
776
$256K 0.01%
+11,424
777
$255K 0.01%
5,174
778
$254K 0.01%
5,012
+748
779
$253K 0.01%
5,413
-4,297
780
$253K 0.01%
+6,748
781
$252K 0.01%
10,548
782
$251K 0.01%
26,304
783
$250K 0.01%
5,245
-500
784
$249K 0.01%
4,172
-26,284
785
$248K 0.01%
7,317
-50,033
786
$245K 0.01%
9,358
+430
787
$244K 0.01%
2,899
788
$241K 0.01%
+4,522
789
$239K 0.01%
1,633
-6,690
790
$238K 0.01%
+12,251
791
$238K 0.01%
3,794
-135
792
$237K 0.01%
440
-38
793
$237K 0.01%
5,431
-60,909
794
$237K 0.01%
+14,286
795
$235K 0.01%
8,531
-22
796
$235K 0.01%
7,618
-80
797
$234K 0.01%
+5,302
798
$233K 0.01%
+2,989
799
$233K 0.01%
+5,105
800
$233K 0.01%
12,278
+1,220
30 31
32
33 34