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
251
$1.41M 0.04%
30,331
+9,967
252
$1.41M 0.04%
29,519
+3,008
253
$1.41M 0.04%
20,589
254
$1.41M 0.04%
16,118
+1,267
255
$1.4M 0.04%
46,134
+1,268
256
$1.39M 0.03%
32,941
+867
257
$1.37M 0.03%
73,530
-4,860
258
$1.37M 0.03%
15,240
+1,649
259
$1.37M 0.03%
5,081
+1,106
260
$1.37M 0.03%
28,758
-1,842
261
$1.34M 0.03%
19,321
+434
262
$1.34M 0.03%
5,952
+18
263
$1.32M 0.03%
14,316
+153
264
$1.31M 0.03%
18,947
+788
265
$1.29M 0.03%
10,635
+1,459
266
$1.29M 0.03%
10,259
+360
267
$1.28M 0.03%
44,369
-656
268
$1.28M 0.03%
23,325
-4,580
269
$1.27M 0.03%
60,833
+1,282
270
$1.27M 0.03%
39,278
+3,145
271
$1.25M 0.03%
32,676
+120
272
$1.24M 0.03%
52,418
+2,467
273
$1.24M 0.03%
21,887
+486
274
$1.23M 0.03%
5,754
+273
275
$1.22M 0.03%
91,952
+5,463
9 10
11
12 13