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
$3.99B
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.13M
3
+$2.67M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.19M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.24M

Top Sells

1
+$17.4M
2
+$12M
3
+$9.7M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.41M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$8.19M

Sector Composition

1 Energy 5.08%
2 Financials 4.45%
3 Healthcare 4.16%
4 Consumer Staples 3.9%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.66M 0.04%
25,837
-5,796
227
$1.65M 0.04%
35,011
-40
228
$1.65M 0.04%
10,608
+474
229
$1.64M 0.04%
3,908
+11
230
$1.6M 0.04%
14,533
+930
231
$1.6M 0.04%
24,451
+1,109
232
$1.59M 0.04%
38,025
-413
233
$1.58M 0.04%
53,200
234
$1.58M 0.04%
31,991
+689
235
$1.55M 0.04%
48,211
+4,311
236
$1.53M 0.04%
17,571
+236
237
$1.53M 0.04%
38,420
-2,029
238
$1.51M 0.04%
23,719
-283
239
$1.51M 0.04%
10,862
+745
240
$1.5M 0.04%
49,629
+669
241
$1.49M 0.04%
15,307
+694
242
$1.49M 0.04%
25,672
+898
243
$1.48M 0.04%
14,318
-326
244
$1.47M 0.04%
24,307
245
$1.47M 0.04%
7,345
+470
246
$1.47M 0.04%
13,227
247
$1.46M 0.04%
51,069
-3,235
248
$1.44M 0.04%
14,125
+196
249
$1.42M 0.04%
29,809
+1,001
250
$1.42M 0.04%
53,801
+105
8 9
10
11 12