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
$3.65B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.1M
3
+$11.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.33M

Top Sells

1
+$7.66M
2
+$6.38M
3
+$6.25M
4
IXC icon
iShares Global Energy ETF
IXC
+$4.09M
5
BABA icon
Alibaba
BABA
+$2.63M

Sector Composition

1 Energy 5%
2 Financials 4.92%
3 Healthcare 4.51%
4 Consumer Staples 3.92%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.27M 0.2%
88,862
+2,963
77
$7.24M 0.2%
145,922
-5,438
78
$7.14M 0.2%
430,159
-107,651
79
$6.97M 0.19%
301,804
-42,393
80
$6.96M 0.19%
55,662
+11,103
81
$6.95M 0.19%
+178,720
82
$6.92M 0.19%
229,687
-46,186
83
$6.92M 0.19%
57,760
+52
84
$6.72M 0.18%
126,757
-7,537
85
$6.71M 0.18%
53,232
+1,340
86
$6.55M 0.18%
172,660
-164,820
87
$6.44M 0.18%
63,676
+278
88
$6.35M 0.17%
168,284
-18,498
89
$6.29M 0.17%
136,041
-1,082
90
$6.27M 0.17%
53,096
-1,265
91
$6.19M 0.17%
296,057
-30,992
92
$6.16M 0.17%
55,108
+3,289
93
$5.87M 0.16%
209,319
-145,851
94
$5.79M 0.16%
344,303
+17,202
95
$5.71M 0.16%
62,589
96
$5.67M 0.16%
126,346
+24
97
$5.65M 0.15%
53,951
+8,842
98
$5.57M 0.15%
128,663
+2,724
99
$5.57M 0.15%
55,950
100
$5.41M 0.15%
118,183
-9,059
2 3
4
5 6