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
126
$3.9M 0.11%
57,674
+246
127
$3.89M 0.11%
67,444
+36,070
128
$3.88M 0.11%
30,451
+1,908
129
$3.81M 0.1%
38,932
130
$3.66M 0.1%
70,639
+6,265
131
$3.62M 0.1%
11,045
132
$3.56M 0.1%
71,118
-13,141
133
$3.54M 0.1%
36,256
-193
134
$3.5M 0.1%
135,000
+40,000
135
$3.39M 0.09%
105,145
136
$3.38M 0.09%
165,270
-19,278
137
$3.24M 0.09%
33,632
+27
138
$3.16M 0.09%
93,457
139
$3.15M 0.09%
52,490
+2,333
140
$3.14M 0.09%
228,712
+7,972
141
$3.11M 0.09%
21,535
+1,391
142
$3.1M 0.08%
46,479
-79
143
$3.03M 0.08%
65,994
144
$3.03M 0.08%
84,480
145
$3.01M 0.08%
67,123
-977
146
$2.99M 0.08%
+169,836
147
$2.98M 0.08%
46,260
+86
148
$2.98M 0.08%
82,982
-45,895
149
$2.97M 0.08%
24,511
+250
150
$2.96M 0.08%
37,814
+691
4 5
6
7 8