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
126
$5.29M 0.12%
84,589
-1,850
127
$5.2M 0.12%
110,338
128
$5.13M 0.12%
18,299
129
$5.05M 0.12%
80,289
+2,301
130
$5.04M 0.12%
97,462
-7,063
131
$5.04M 0.12%
45,132
+607
132
$4.99M 0.12%
137,462
+18,764
133
$4.99M 0.12%
78,001
+31,242
134
$4.82M 0.11%
285,854
+27,773
135
$4.81M 0.11%
156,501
-10,420
136
$4.8M 0.11%
204,384
+12,617
137
$4.72M 0.11%
66,951
+7,587
138
$4.7M 0.11%
136,603
-772
139
$4.69M 0.11%
65,543
+8,934
140
$4.69M 0.11%
128,236
+39,713
141
$4.56M 0.11%
86,650
-1,920
142
$4.51M 0.11%
107,851
+84,601
143
$4.5M 0.11%
39,109
+2,355
144
$4.36M 0.1%
36,525
+7,160
145
$4.25M 0.1%
58,313
+122
146
$4.23M 0.1%
50,706
+3,265
147
$4.21M 0.1%
84,616
+1,890
148
$4.16M 0.1%
44,686
-11,506
149
$4.14M 0.1%
48,880
+1,074
150
$4.12M 0.1%
15,228
-6,936
4 5
6
7 8