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
176
$2.94M 0.05%
93,060
+7,880
177
$2.91M 0.05%
52,377
+4,424
178
$2.9M 0.05%
19,456
+1,658
179
$2.86M 0.05%
46,803
-9,198
180
$2.82M 0.05%
44,222
+1,555
181
$2.81M 0.05%
45,761
+2,154
182
$2.81M 0.05%
262,499
183
$2.77M 0.05%
39,892
-832
184
$2.77M 0.05%
42,573
+2,040
185
$2.73M 0.05%
40,432
-3,759
186
$2.73M 0.05%
35,837
+1,792
187
$2.7M 0.05%
15,918
+261
188
$2.66M 0.05%
104,482
+116
189
$2.65M 0.05%
13,212
+1,116
190
$2.55M 0.05%
79,367
-5,071
191
$2.54M 0.05%
33,568
+2,284
192
$2.54M 0.05%
59,678
-18,038
193
$2.53M 0.05%
36,815
-2,417
194
$2.53M 0.05%
27,350
-749
195
$2.51M 0.05%
32,886
196
$2.5M 0.05%
10,880
+274
197
$2.48M 0.05%
30,619
+1,220
198
$2.45M 0.05%
48,001
+570
199
$2.45M 0.05%
33,901
+431
200
$2.45M 0.05%
14,136
+1,719
6 7
8
9 10