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
Energy Select Sector SPDR Fund
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
1
$759M 13.97%
2,357,209
-47,960
2
$497M 9.15%
1,323,032
-9,593
3
$415M 7.65%
1,284,998
+1,217
4
$356M 6.55%
1,202,518
+31,706
5
$203M 3.74%
4,929,330
+154,260
6
$200M 3.67%
1,118,155
-22,065
7
$146M 2.69%
883,273
-48,636
8
$122M 2.25%
2,048,849
-47,453
9
$87.8M 1.62%
936,949
+17,442
10
$79.4M 1.46%
738,060
+2,878
11
$69.1M 1.27%
941,560
-912
12
$62.8M 1.16%
383,923
+2,422
13
$59.3M 1.09%
376,042
+11,354
14
$56.8M 1.05%
676,994
-246,679
15
$55M 1.01%
440,537
-362
16
$52.2M 0.96%
1,063,157
+5,350
17
$51.2M 0.94%
852,154
-110,608
18
$51M 0.94%
285,967
-5,547
19
$48.7M 0.9%
701,752
-17,400
20
$45.6M 0.84%
201,158
-5,756
21
$39M 0.72%
868,798
-329,274
22
$30.3M 0.56%
207,763
-7,918
23
$30.2M 0.56%
265,231
24
$30.1M 0.55%
675,914
-34,261
25
$29.2M 0.54%
97,817
-7,125
1
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