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
276
$1.75M 0.04%
53,611
-4,054
277
$1.75M 0.04%
174,420
-7,365
278
$1.73M 0.04%
67,180
-5,178
279
$1.73M 0.04%
28,042
-2,525
280
$1.72M 0.04%
16,430
+1,028
281
$1.71M 0.04%
16,843
-602
282
$1.7M 0.04%
48,700
-4
283
$1.7M 0.04%
41,690
-34,314
284
$1.69M 0.04%
17,928
-54
285
$1.65M 0.04%
27,751
+537
286
$1.65M 0.04%
36,892
+483
287
$1.65M 0.04%
31,857
-7,550
288
$1.64M 0.03%
42,446
+45
289
$1.64M 0.03%
26,343
-648
290
$1.63M 0.03%
22,389
-3,459
291
$1.62M 0.03%
13,764
292
$1.61M 0.03%
52,469
-4
293
$1.61M 0.03%
20,592
-1,110
294
$1.58M 0.03%
43,275
-5,000
295
$1.57M 0.03%
26,986
-2,169
296
$1.57M 0.03%
28,373
-5,793
297
$1.55M 0.03%
96,362
+2,640
298
$1.54M 0.03%
18,777
+2,886
299
$1.54M 0.03%
12,774
-428
300
$1.51M 0.03%
34,443
+9,000
10 11
12
13 14