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
$5.42B
AUM Growth
+$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$6.35M
3
+$6.32M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$5.14M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.16M

Top Sells

1
+$20.7M
2
+$15.4M
3
+$14.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.06M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$6.64M

Sector Composition

1 Financials 5.06%
2 Technology 4.95%
3 Healthcare 3.54%
4 Consumer Staples 2.81%
5 Energy 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.3M 0.19%
52,038
+905
77
$10.2M 0.19%
47,951
+324
78
$9.97M 0.18%
112,636
-1,026
79
$9.76M 0.18%
95,811
-4,426
80
$9.75M 0.18%
158,828
+6,819
81
$9.7M 0.18%
165,762
+6,230
82
$8.73M 0.16%
40,760
83
$8.66M 0.16%
133,131
+2,042
84
$8.63M 0.16%
59,869
85
$8.42M 0.16%
103,301
-2,926
86
$8.12M 0.15%
136,886
+4,923
87
$7.91M 0.15%
165,178
-23
88
$7.89M 0.15%
125,540
-14,305
89
$7.8M 0.14%
60,647
-3,765
90
$7.6M 0.14%
23,034
+452
91
$7.51M 0.14%
39,832
+184
92
$7.37M 0.14%
49,963
-1,692
93
$7.27M 0.13%
91,753
-18,176
94
$7.21M 0.13%
181,169
-492
95
$7.19M 0.13%
125,104
-8,525
96
$7.06M 0.13%
21,664
+147
97
$6.96M 0.13%
62,423
-413
98
$6.9M 0.13%
68,149
+4,429
99
$6.87M 0.13%
535,792
-62,922
100
$6.75M 0.12%
71,807
+4,881
2 3
4
5 6