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
151
$4.09M 0.1%
63,204
-24,390
152
$4.08M 0.1%
44,674
-8,393
153
$3.78M 0.09%
120,206
+1,174
154
$3.74M 0.09%
47,259
-11,457
155
$3.72M 0.09%
47,862
-1,468
156
$3.7M 0.09%
46,353
-1,222
157
$3.69M 0.09%
184,108
-1,512
158
$3.58M 0.08%
31,342
-5,700
159
$3.55M 0.08%
14,729
-2,340
160
$3.54M 0.08%
101,521
-1,469
161
$3.51M 0.08%
44,539
+200
162
$3.49M 0.08%
58,413
-6,629
163
$3.44M 0.08%
38,035
-8,917
164
$3.39M 0.08%
55,634
+600
165
$3.36M 0.08%
131,600
-11,063
166
$3.35M 0.08%
82,345
167
$3.35M 0.08%
29,920
+408
168
$3.33M 0.08%
3,292
+584
169
$3.32M 0.08%
84,972
+1,000
170
$3.32M 0.08%
62,299
+2,835
171
$3.28M 0.08%
78,065
-804
172
$3.27M 0.08%
56,523
-3,581
173
$3.27M 0.08%
35,479
-6,462
174
$3.23M 0.08%
90,673
+67,196
175
$3.17M 0.07%
35,106
-34,623
5 6
7
8 9