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
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958
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960
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961
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964
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975
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