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
126
$5.09M 0.09%
864,960
+21,120
127
$4.89M 0.09%
60,050
-8,738
128
$4.74M 0.09%
191,184
129
$4.72M 0.09%
39,448
+793
130
$4.52M 0.08%
70,455
-2,637
131
$4.5M 0.08%
76,290
-1,941
132
$4.5M 0.08%
55,544
+1,355
133
$4.45M 0.08%
32,666
-2,636
134
$4.43M 0.08%
16,240
-572
135
$4.36M 0.08%
188,758
-16,097
136
$4.33M 0.08%
70,936
-2,364
137
$4.33M 0.08%
18,821
-1,035
138
$4.27M 0.08%
207,055
-1,264
139
$4.23M 0.08%
2,058
-70
140
$4.17M 0.08%
78,940
141
$4.17M 0.08%
87,570
+1,862
142
$4.15M 0.08%
31,550
-216
143
$4.09M 0.08%
22,749
+276
144
$4.08M 0.08%
81,800
-19,461
145
$4.05M 0.07%
46,055
+2,932
146
$4.04M 0.07%
167,196
+102
147
$3.92M 0.07%
18,405
+164
148
$3.88M 0.07%
46,264
+635
149
$3.87M 0.07%
43,822
-2,042
150
$3.82M 0.07%
14,412
-522
4 5
6
7 8