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
101
$5.35M 0.15%
146,395
+8,908
102
$5.31M 0.15%
45,117
-959
103
$5.28M 0.14%
84,406
+426
104
$5.22M 0.14%
77,887
+1,842
105
$5.19M 0.14%
348,067
-169,914
106
$5.17M 0.14%
66,656
+2,920
107
$5.14M 0.14%
71,411
+479
108
$4.96M 0.14%
25,531
-100
109
$4.95M 0.14%
68,192
+3,322
110
$4.87M 0.13%
114,082
-2,014
111
$4.82M 0.13%
62,710
+9,462
112
$4.81M 0.13%
360,072
-477,369
113
$4.58M 0.13%
14,651
+205
114
$4.55M 0.12%
20,951
+293
115
$4.54M 0.12%
134,156
+27,464
116
$4.46M 0.12%
171,700
+1,368
117
$4.42M 0.12%
27,382
-225
118
$4.42M 0.12%
63,569
+3,874
119
$4.34M 0.12%
109,475
+24,120
120
$4.28M 0.12%
46,717
121
$4.25M 0.12%
81,968
-335
122
$4.21M 0.12%
50,005
+1,863
123
$4.19M 0.11%
25,837
+618
124
$4M 0.11%
194,653
-5,666
125
$3.98M 0.11%
13,006
+505
3 4
5
6 7