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
101
$6.68M 0.12%
61,793
+5,164
102
$6.6M 0.12%
109,040
+3,820
103
$6.54M 0.12%
123,398
-1,276
104
$6.38M 0.12%
101,348
-3,365
105
$6.32M 0.12%
+78,606
106
$6.26M 0.12%
34,635
+608
107
$6.14M 0.11%
155,127
+1,671
108
$6.09M 0.11%
47,495
+1,143
109
$6.08M 0.11%
25,225
+503
110
$6.04M 0.11%
53,282
+2,554
111
$6M 0.11%
21,468
-1,521
112
$5.93M 0.11%
153,463
-2,288
113
$5.81M 0.11%
32,804
+682
114
$5.73M 0.11%
106,602
+77,372
115
$5.56M 0.1%
90,588
-1,378
116
$5.53M 0.1%
17,017
+355
117
$5.52M 0.1%
26,200
+400
118
$5.46M 0.1%
68,288
+244
119
$5.42M 0.1%
18,428
+247
120
$5.4M 0.1%
31,692
+760
121
$5.36M 0.1%
41,761
+3,110
122
$5.31M 0.1%
250,804
+785
123
$5.15M 0.09%
40,168
-7,615
124
$5.14M 0.09%
+150,745
125
$5.12M 0.09%
41,088
+389
3 4
5
6 7