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
251
$2.14M 0.05%
24,752
-2,250
252
$2.12M 0.05%
19,109
+902
253
$2.12M 0.05%
35,373
-56
254
$2.11M 0.04%
22,447
+1,247
255
$2.09M 0.04%
47,887
-1,681
256
$2.06M 0.04%
27,615
+433
257
$2.05M 0.04%
44,285
-46,380
258
$2.03M 0.04%
21,725
+942
259
$2.03M 0.04%
27,617
+96
260
$1.97M 0.04%
41,366
-34
261
$1.97M 0.04%
20,044
+388
262
$1.97M 0.04%
428
+17
263
$1.97M 0.04%
43,288
-317
264
$1.96M 0.04%
61,585
265
$1.94M 0.04%
55,402
-2,974
266
$1.93M 0.04%
87,940
+13,954
267
$1.9M 0.04%
60,146
-1,334
268
$1.9M 0.04%
128,145
+7,999
269
$1.88M 0.04%
41,806
-245
270
$1.83M 0.04%
21,831
+540
271
$1.81M 0.04%
18,854
-97
272
$1.8M 0.04%
8,680
+174
273
$1.79M 0.04%
+77,524
274
$1.78M 0.04%
54,184
+44,998
275
$1.77M 0.04%
27,451
+125
9 10
11
12 13