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
851
$205K ﹤0.01%
+4,093
852
$204K ﹤0.01%
8,187
-4,000
853
$202K ﹤0.01%
+5,234
854
$201K ﹤0.01%
4,357
855
$197K ﹤0.01%
13,800
-984
856
$196K ﹤0.01%
14,751
+2,232
857
$196K ﹤0.01%
15,400
858
$194K ﹤0.01%
14,712
-148
859
$191K ﹤0.01%
157,994
+107,994
860
$188K ﹤0.01%
8,125
861
$188K ﹤0.01%
+10,020
862
$182K ﹤0.01%
25,000
863
$175K ﹤0.01%
7,378
864
$173K ﹤0.01%
20,000
865
$172K ﹤0.01%
23,610
-243
866
$171K ﹤0.01%
+1,840
867
$170K ﹤0.01%
10,159
+89
868
$165K ﹤0.01%
+10,892
869
$163K ﹤0.01%
13,895
-2,485
870
$163K ﹤0.01%
4,212
871
$161K ﹤0.01%
12,545
872
$156K ﹤0.01%
15,026
-6,961
873
$154K ﹤0.01%
10,000
874
$151K ﹤0.01%
10,837
875
$150K ﹤0.01%
5,546
+82
33 34
35
36 37