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
76
$8.83M 0.21%
208,856
+36,774
77
$8.81M 0.21%
148,629
-28,044
78
$8.81M 0.21%
384,452
+34,461
79
$8.8M 0.21%
344,703
-71,233
80
$8.71M 0.2%
84,996
-11,870
81
$8.63M 0.2%
386,400
-6,900
82
$8.49M 0.2%
186,988
-5,332
83
$8.43M 0.2%
67,000
-1,110
84
$8.31M 0.19%
170,864
-48,447
85
$8.23M 0.19%
95,443
+3,635
86
$7.95M 0.19%
131,111
-49
87
$7.92M 0.19%
335,812
+46,751
88
$7.91M 0.19%
159,280
+2,200
89
$7.86M 0.18%
191,600
-1,790
90
$7.83M 0.18%
81,350
+2,736
91
$7.74M 0.18%
423,317
-29,510
92
$7.67M 0.18%
83,756
-640
93
$7.59M 0.18%
76,489
-14,617
94
$7.57M 0.18%
197,014
+1,210
95
$7.52M 0.18%
97,201
-197
96
$7.51M 0.18%
161,802
-9,517
97
$7.41M 0.17%
424,016
-8,882
98
$7.3M 0.17%
162,910
+8,051
99
$7.24M 0.17%
161,863
+4,739
100
$7.14M 0.17%
215,296
-16,559
2 3
4
5 6