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
151
$3.82M 0.07%
42,832
+3,540
152
$3.8M 0.07%
123,277
-14,709
153
$3.79M 0.07%
23,270
+2,184
154
$3.77M 0.07%
50,786
+3,796
155
$3.72M 0.07%
9,549
+245
156
$3.69M 0.07%
24,993
+226
157
$3.64M 0.07%
62,576
+444
158
$3.63M 0.07%
112,290
+3,080
159
$3.53M 0.06%
64,040
+2,908
160
$3.52M 0.06%
19,308
-142
161
$3.52M 0.06%
16,018
+349
162
$3.52M 0.06%
42,451
-234
163
$3.48M 0.06%
189,020
-1,492
164
$3.41M 0.06%
17,578
+441
165
$3.37M 0.06%
61,546
-4,433
166
$3.35M 0.06%
25,339
-996
167
$3.33M 0.06%
28,416
+797
168
$3.27M 0.06%
10,810
-181
169
$3.24M 0.06%
57,468
+26,203
170
$3.19M 0.06%
15,205
+266
171
$3.18M 0.06%
31,135
172
$3.17M 0.06%
47,493
+342
173
$3.08M 0.06%
13,091
+456
174
$2.97M 0.05%
21,360
+205
175
$2.96M 0.05%
18,542
+963
5 6
7
8 9