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 Limited
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
1
$514M 12.03%
3,057,454
-70,542
2
$434M 10.16%
1,916,553
-30,372
3
$122M 2.85%
1,529,374
-19,695
4
$106M 2.49%
1,127,753
-38,490
5
$94.9M 2.22%
561,629
+6,621
6
$92.9M 2.18%
1,120,412
-48,400
7
$88.4M 2.07%
1,385,928
-29,986
8
$83.9M 1.96%
786,662
-3,680
9
$80M 1.87%
3,220,790
+92,495
10
$78.4M 1.84%
2,255,952
-13,764
11
$69.9M 1.64%
1,613,047
+23,039
12
$55.3M 1.3%
962,460
-72,641
13
$54.3M 1.27%
2,565,285
-47,581
14
$54M 1.26%
783,059
-60,378
15
$50.6M 1.18%
587,720
-8,756
16
$44.2M 1.04%
688,661
-49,298
17
$43.3M 1.01%
1,158,865
-89,049
18
$41M 0.96%
542,094
+4,377
19
$38.3M 0.9%
441,528
+24,259
20
$36.5M 0.86%
896,034
+396,360
21
$34.6M 0.81%
284,847
+22,050
22
$32.2M 0.75%
801,695
-76,344
23
$28.8M 0.67%
1,118,513
+92,219
24
$27.7M 0.65%
907,050
-24,786
25
$27.4M 0.64%
519,856
-17,682
1
2 3 4 5