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
801
$233K 0.01%
10,081
-23
802
$231K 0.01%
+4,756
803
$231K 0.01%
3,532
-127
804
$230K 0.01%
+4,162
805
$229K 0.01%
12,156
806
$229K 0.01%
6,850
+343
807
$229K 0.01%
14,359
808
$229K 0.01%
5,000
-168
809
$228K 0.01%
+4,323
810
$228K 0.01%
2,251
-304
811
$227K 0.01%
6,714
812
$227K 0.01%
+9,161
813
$227K 0.01%
5,828
-7
814
$226K 0.01%
1,769
-349
815
$226K 0.01%
+2,650
816
$226K 0.01%
1,894
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817
$226K 0.01%
19,819
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818
$226K 0.01%
10,805
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819
$226K 0.01%
15,428
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820
$224K 0.01%
+4,897
821
$224K 0.01%
4,674
+82
822
$223K 0.01%
16,951
-951
823
$223K 0.01%
3,546
-610
824
$222K 0.01%
+7,135
825
$222K 0.01%
4,899
-2,471
31 32
33
34 35