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
101
$7.04M 0.16%
124,017
-19,125
102
$6.99M 0.16%
108,406
+13,977
103
$6.99M 0.16%
92,137
-21,949
104
$6.99M 0.16%
54,500
+1,778
105
$6.94M 0.16%
91,906
-29,182
106
$6.76M 0.16%
139,888
-369
107
$6.74M 0.16%
196,184
-579
108
$6.68M 0.16%
66,903
+5,280
109
$6.64M 0.16%
424,760
-70,280
110
$6.54M 0.15%
55,666
+26,065
111
$6.39M 0.15%
81,685
+3,005
112
$6.32M 0.15%
190,429
-13,715
113
$6.23M 0.15%
69,510
+3,924
114
$6.19M 0.14%
251,001
+3,324
115
$6.17M 0.14%
65,902
-8,505
116
$6.1M 0.14%
105,459
-9,392
117
$6.06M 0.14%
88,162
+32,092
118
$5.94M 0.14%
117,476
-407
119
$5.76M 0.14%
123,447
-45,542
120
$5.67M 0.13%
33,628
-60
121
$5.65M 0.13%
292,515
-5,091
122
$5.48M 0.13%
71,120
-37,482
123
$5.39M 0.13%
72,019
+10
124
$5.35M 0.13%
119,959
+9,268
125
$5.35M 0.13%
141,834
+9,160
3 4
5
6 7