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
201
$2.42M 0.04%
11,811
-291
202
$2.4M 0.04%
88,840
+596
203
$2.39M 0.04%
63,545
+3,372
204
$2.35M 0.04%
58,420
-17,099
205
$2.32M 0.04%
15,062
+1,835
206
$2.31M 0.04%
11,871
+255
207
$2.3M 0.04%
4,745
+98
208
$2.29M 0.04%
11,864
+237
209
$2.24M 0.04%
35,734
210
$2.24M 0.04%
24,547
+579
211
$2.23M 0.04%
16,235
+403
212
$2.21M 0.04%
25,893
+184
213
$2.21M 0.04%
122,213
+6,191
214
$2.2M 0.04%
8,413
+176
215
$2.2M 0.04%
11,172
+291
216
$2.2M 0.04%
15,468
+581
217
$2.16M 0.04%
73,108
-802
218
$2.15M 0.04%
35,613
+1,883
219
$2.14M 0.04%
19,196
+261
220
$2.14M 0.04%
106,650
-4,029
221
$2.12M 0.04%
15,508
+576
222
$2.1M 0.04%
13,049
-859
223
$2.1M 0.04%
19,182
+2,261
224
$2.09M 0.04%
17,937
+408
225
$2.08M 0.04%
24,922
-972
7 8
9
10 11