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
176
$3.15M 0.07%
111,852
+7,990
177
$3.14M 0.07%
28,048
+1,042
178
$3.11M 0.07%
+92,729
179
$3.08M 0.07%
63,918
+1,087
180
$3.07M 0.07%
11,650
+4,065
181
$3.07M 0.07%
114,352
182
$2.98M 0.07%
59,304
+2,641
183
$2.98M 0.07%
77,564
+3,894
184
$2.98M 0.07%
44,998
+4,720
185
$2.96M 0.07%
28,371
-4,930
186
$2.93M 0.07%
42,582
+2,802
187
$2.92M 0.07%
18,488
-16,766
188
$2.89M 0.07%
89,912
-868
189
$2.83M 0.07%
102,462
-175
190
$2.81M 0.07%
93,457
191
$2.8M 0.07%
55,815
+1,182
192
$2.76M 0.06%
152,808
+1,469
193
$2.75M 0.06%
17,712
+5,169
194
$2.74M 0.06%
88,564
195
$2.71M 0.06%
42,572
+543
196
$2.69M 0.06%
99,657
+54,837
197
$2.68M 0.06%
21,028
+2,490
198
$2.68M 0.06%
43,364
-19,054
199
$2.68M 0.06%
51,566
+4,865
200
$2.67M 0.06%
105,145
6 7
8
9 10