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
301
$1.51M 0.03%
26,782
+191
302
$1.5M 0.03%
70,501
-3,967
303
$1.5M 0.03%
5,959
+400
304
$1.49M 0.03%
19,013
+65
305
$1.48M 0.03%
58,613
+9,624
306
$1.47M 0.03%
31,423
-2,199
307
$1.46M 0.03%
33,355
+1,236
308
$1.46M 0.03%
18,909
+3,835
309
$1.45M 0.03%
31,302
310
$1.45M 0.03%
60,796
+6,150
311
$1.44M 0.03%
38,069
-1,118
312
$1.43M 0.03%
37,346
+1,156
313
$1.43M 0.03%
+56,804
314
$1.41M 0.03%
29,985
+110
315
$1.41M 0.03%
34,881
-1,836
316
$1.41M 0.03%
35,024
-1,911
317
$1.4M 0.03%
12,033
-81
318
$1.4M 0.03%
20,523
-75
319
$1.4M 0.03%
11,986
-386
320
$1.4M 0.03%
18,704
+55
321
$1.4M 0.03%
18,166
+489
322
$1.39M 0.03%
55,320
323
$1.39M 0.03%
17,260
-1,220
324
$1.39M 0.03%
37,207
+2,172
325
$1.38M 0.03%
21,828
+561
11 12
13
14 15