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
276
$1.21M 0.03%
14,216
+1,401
277
$1.21M 0.03%
18,761
+479
278
$1.2M 0.03%
18,314
+707
279
$1.2M 0.03%
10,420
+398
280
$1.2M 0.03%
18,796
+174
281
$1.2M 0.03%
33,328
+1,848
282
$1.19M 0.03%
7,707
+1,725
283
$1.18M 0.03%
13,320
+223
284
$1.15M 0.03%
29,287
-2,825
285
$1.14M 0.03%
26,388
-1,918
286
$1.13M 0.03%
61,894
+296
287
$1.12M 0.03%
13,257
-42
288
$1.12M 0.03%
102,858
+10,322
289
$1.11M 0.03%
14,887
-34
290
$1.1M 0.03%
36,391
+2,359
291
$1.09M 0.03%
3,777
+16
292
$1.08M 0.03%
9,800
293
$1.08M 0.03%
31,274
+24,617
294
$1.08M 0.03%
8,287
+813
295
$1.08M 0.03%
10,322
-550
296
$1.08M 0.03%
28,948
-6,487
297
$1.07M 0.03%
6,397
-241
298
$1.06M 0.03%
621,600
+75,360
299
$1.06M 0.03%
24,788
-1,223
300
$1.06M 0.03%
10,112
+1,162
10 11
12
13 14