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
326
$1.38M 0.03%
8,337
-609
327
$1.37M 0.03%
28,756
-1,615
328
$1.36M 0.03%
11,890
+227
329
$1.35M 0.03%
144,807
330
$1.33M 0.03%
15,773
+190
331
$1.32M 0.03%
44,644
+857
332
$1.32M 0.03%
96,860
333
$1.32M 0.03%
34,026
-30
334
$1.3M 0.03%
9,231
-1,347
335
$1.29M 0.03%
32,987
-3,734
336
$1.29M 0.03%
27,028
-124,102
337
$1.29M 0.03%
9,004
+361
338
$1.27M 0.03%
10,988
-1,005
339
$1.26M 0.03%
36,604
+3,525
340
$1.25M 0.03%
20,457
+376
341
$1.25M 0.03%
87,990
-3,500
342
$1.25M 0.03%
25,142
+2,824
343
$1.25M 0.03%
43,322
+397
344
$1.25M 0.03%
19,136
-41,067
345
$1.24M 0.03%
19,928
-3,097
346
$1.24M 0.03%
6,282
-630
347
$1.24M 0.03%
76,983
-433
348
$1.23M 0.03%
23,289
+8,388
349
$1.23M 0.03%
14,020
+915
350
$1.23M 0.03%
12,578
-1,875
12 13
14
15 16