V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$15.7M
2
+$15M
3
+$11.5M
4
SLB icon
SLB Ltd
SLB
+$4.86M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.34M

Top Sells

1
+$36.6M
2
+$11.8M
3
+$6.75M
4
JPM icon
JPMorgan Chase
JPM
+$6.45M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$5.71M

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
826
$222K 0.01%
+7,245
827
$220K 0.01%
9,339
-20,064
828
$220K 0.01%
+5,958
829
$220K 0.01%
1,025
-615
830
$218K 0.01%
+2,135
831
$217K 0.01%
+2,181
832
$216K 0.01%
3,455
-1,768
833
$216K 0.01%
4,943
-1,840
834
$215K 0.01%
+5,946
835
$215K 0.01%
12,058
+1,000
836
$215K 0.01%
+4,387
837
$215K 0.01%
+4,452
838
$215K 0.01%
+10,692
839
$215K 0.01%
6,712
-11,921
840
$214K 0.01%
96,102
+47,609
841
$214K 0.01%
16,064
-934
842
$214K 0.01%
+5,948
843
$214K 0.01%
13,813
-14,667
844
$214K 0.01%
12,601
+410
845
$213K 0.01%
13,648
846
$213K 0.01%
+4,701
847
$212K 0.01%
6,052
-1,781
848
$211K 0.01%
+8,409
849
$210K 0.01%
3,478
-500
850
$207K ﹤0.01%
+17
32 33
34
35 36