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
326
$947K 0.02%
7,189
327
$944K 0.02%
17,917
+3,712
328
$934K 0.02%
17,677
-2,666
329
$926K 0.02%
17,463
+654
330
$915K 0.02%
16,622
+165
331
$907K 0.02%
3,428
+1,052
332
$905K 0.02%
11,534
+2,114
333
$897K 0.02%
22,509
+601
334
$894K 0.02%
5,318
+281
335
$883K 0.02%
16,826
+517
336
$879K 0.02%
24,431
+2,766
337
$872K 0.02%
4,695
+21
338
$871K 0.02%
17,506
+316
339
$871K 0.02%
7,917
+200
340
$869K 0.02%
12,309
-898
341
$864K 0.02%
+26,920
342
$860K 0.02%
21,711
-1,192
343
$856K 0.02%
33,625
+851
344
$854K 0.02%
33,442
+2,462
345
$853K 0.02%
9,058
+941
346
$845K 0.02%
35,495
+6,139
347
$837K 0.02%
2,323
+248
348
$837K 0.02%
26,211
+3,353
349
$835K 0.02%
27,975
+26
350
$834K 0.02%
12,536
-870
12 13
14
15 16