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
151
$2.94M 0.08%
34,565
+1,194
152
$2.9M 0.08%
42,961
-2,750
153
$2.87M 0.08%
40,553
-663
154
$2.82M 0.08%
55,810
-36
155
$2.81M 0.08%
27,670
156
$2.77M 0.08%
62,910
-4,045
157
$2.76M 0.08%
40,234
158
$2.74M 0.07%
27,721
+2,063
159
$2.69M 0.07%
55,427
-23,591
160
$2.65M 0.07%
27,858
+4,552
161
$2.65M 0.07%
42,402
+3,845
162
$2.62M 0.07%
32,065
+152
163
$2.58M 0.07%
33,964
-229
164
$2.58M 0.07%
55,381
-34,940
165
$2.58M 0.07%
51,102
+3,923
166
$2.5M 0.07%
10,073
-776
167
$2.44M 0.07%
27,866
+2,191
168
$2.42M 0.07%
52,488
+4,684
169
$2.4M 0.07%
51,199
+2,656
170
$2.39M 0.07%
23,039
-670
171
$2.38M 0.07%
17,422
-26
172
$2.38M 0.07%
60,000
-10,000
173
$2.36M 0.06%
22,600
+1,839
174
$2.34M 0.06%
211,284
+20,798
175
$2.26M 0.06%
40,808
+296
5 6
7
8 9