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
201
$2.65M 0.06%
34,690
+1,226
202
$2.55M 0.06%
83,888
+2,533
203
$2.54M 0.06%
53,282
+3,464
204
$2.52M 0.06%
70,554
+1,984
205
$2.51M 0.06%
64,272
+14,960
206
$2.46M 0.06%
45,696
+1,590
207
$2.45M 0.06%
65,797
-36,950
208
$2.41M 0.06%
492
-131
209
$2.41M 0.06%
51,207
+1,652
210
$2.4M 0.06%
30,766
+4,719
211
$2.4M 0.06%
10,576
-308
212
$2.39M 0.06%
51,323
-59,064
213
$2.38M 0.06%
37,134
+352
214
$2.37M 0.06%
50,695
+15,215
215
$2.35M 0.05%
88,598
-4,155
216
$2.3M 0.05%
47,854
+6,133
217
$2.3M 0.05%
31,237
-12,345
218
$2.3M 0.05%
26,992
+1,174
219
$2.3M 0.05%
19,106
-13,440
220
$2.28M 0.05%
71,764
-909
221
$2.27M 0.05%
10,174
+400
222
$2.26M 0.05%
38,702
+663
223
$2.24M 0.05%
32,550
-1,920
224
$2.22M 0.05%
33,209
-8,623
225
$2.2M 0.05%
251,169
+113,242
7 8
9
10 11