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
776
$209K ﹤0.01%
+3,386
777
$208K ﹤0.01%
4,671
+40
778
$208K ﹤0.01%
2,500
779
$206K ﹤0.01%
+3,683
780
$205K ﹤0.01%
+1,364
781
$204K ﹤0.01%
+2,340
782
$203K ﹤0.01%
+4,296
783
$203K ﹤0.01%
15,390
-1,045
784
$200K ﹤0.01%
+2,743
785
$183K ﹤0.01%
13,306
-682
786
$183K ﹤0.01%
+13,432
787
$175K ﹤0.01%
+20,000
788
$171K ﹤0.01%
12,116
+1,069
789
$168K ﹤0.01%
5,790
-12,049
790
$167K ﹤0.01%
12,650
791
$162K ﹤0.01%
+10,151
792
$159K ﹤0.01%
12,905
+229
793
$150K ﹤0.01%
19,555
+1,150
794
$150K ﹤0.01%
10,749
-192
795
$148K ﹤0.01%
3,208
796
$112K ﹤0.01%
1,139
797
$103K ﹤0.01%
252
+9
798
$94K ﹤0.01%
10,529
-4,219
799
$91K ﹤0.01%
10,193
-3,542
800
$91K ﹤0.01%
14,848
+1,738
30 31
32
33 34