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
201
$1.85M 0.05%
30,360
+3,657
202
$1.83M 0.05%
14,729
+2,634
203
$1.83M 0.05%
9,946
+531
204
$1.83M 0.05%
38,218
+1,989
205
$1.83M 0.05%
12,145
+415
206
$1.81M 0.05%
53,381
+11,501
207
$1.79M 0.05%
17,468
+952
208
$1.78M 0.05%
30,849
+317
209
$1.78M 0.05%
15,800
+332
210
$1.78M 0.05%
30,110
+1,186
211
$1.78M 0.05%
13,764
212
$1.73M 0.05%
51,752
+3,059
213
$1.72M 0.05%
18,273
-332
214
$1.71M 0.05%
26,422
+500
215
$1.7M 0.05%
13,767
+5,215
216
$1.68M 0.05%
23,046
+1,279
217
$1.65M 0.05%
13,690
+3,128
218
$1.64M 0.04%
60,152
+170
219
$1.64M 0.04%
38,086
-560
220
$1.61M 0.04%
30,166
+270
221
$1.61M 0.04%
26,790
-219
222
$1.6M 0.04%
11,682
+2,459
223
$1.58M 0.04%
62,622
+2,092
224
$1.58M 0.04%
+55,963
225
$1.57M 0.04%
15,958
+472
7 8
9
10 11