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
$4.7B
AUM Growth
-$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$10.6M
3
+$10M
4
JPM icon
JPMorgan Chase
JPM
+$7.82M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$7.69M

Top Sells

1
+$27.7M
2
+$21.7M
3
+$16.6M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$7.74M
5
MET icon
MetLife
MET
+$5.94M

Sector Composition

1 Energy 9.27%
2 Consumer Staples 7.38%
3 Financials 5.92%
4 Healthcare 4.7%
5 Technology 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.49M 0.05%
186,550
-18,750
227
$2.49M 0.05%
19,271
-450
228
$2.46M 0.05%
65,258
-14,344
229
$2.44M 0.05%
64,101
-805
230
$2.44M 0.05%
46,111
-937
231
$2.44M 0.05%
49,191
-1,066
232
$2.43M 0.05%
82,705
+499
233
$2.43M 0.05%
64,017
+257
234
$2.4M 0.05%
9,968
+5,754
235
$2.4M 0.05%
40,566
-2,780
236
$2.4M 0.05%
46,894
+2,026
237
$2.39M 0.05%
113,606
238
$2.38M 0.05%
31,620
+2,211
239
$2.37M 0.05%
28,018
-394
240
$2.35M 0.05%
116,413
+6,316
241
$2.34M 0.05%
12,000
-64
242
$2.32M 0.05%
27,506
+3,086
243
$2.31M 0.05%
41,004
+20,000
244
$2.21M 0.05%
6,134
+12
245
$2.2M 0.05%
48,702
+4,587
246
$2.17M 0.05%
53,698
-50,458
247
$2.17M 0.05%
18,118
-428
248
$2.16M 0.05%
96,869
-60,140
249
$2.15M 0.05%
31,002
+11,138
250
$2.15M 0.05%
40,989
-153
8 9
10
11 12