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
176
$2.24M 0.06%
80,498
-46,140
177
$2.23M 0.06%
26,306
+2,201
178
$2.23M 0.06%
62,880
-934
179
$2.22M 0.06%
12,297
-614
180
$2.2M 0.06%
68,602
+59,172
181
$2.2M 0.06%
17,334
+69
182
$2.19M 0.06%
6,423
+591
183
$2.14M 0.06%
23,062
+280
184
$2.14M 0.06%
83,163
-1,416
185
$2.13M 0.06%
1,671
+228
186
$2.12M 0.06%
64,490
+3,540
187
$2.12M 0.06%
31,108
+6,133
188
$2.07M 0.06%
47,584
-4,248
189
$2.05M 0.06%
13,780
+738
190
$2.05M 0.06%
50,024
-1,560
191
$2.03M 0.06%
74,831
+1,897
192
$2.03M 0.06%
41,782
-7,577
193
$2.03M 0.06%
38,307
+18,762
194
$1.97M 0.05%
54,479
+444
195
$1.93M 0.05%
31,083
-2,081
196
$1.91M 0.05%
58,218
+348
197
$1.89M 0.05%
34,457
+6,485
198
$1.88M 0.05%
26,325
+1,270
199
$1.87M 0.05%
132,824
+18,399
200
$1.85M 0.05%
109,590
-20,235
6 7
8
9 10