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
351
$1.23M 0.03%
11,245
-30
352
$1.22M 0.03%
22,279
-229
353
$1.22M 0.03%
11,990
354
$1.21M 0.03%
23,568
+354
355
$1.21M 0.03%
59,358
356
$1.21M 0.03%
29,941
-4,016
357
$1.2M 0.03%
12,608
+79
358
$1.2M 0.03%
30,994
+278
359
$1.2M 0.03%
37,515
+13,535
360
$1.2M 0.03%
38,739
-72,618
361
$1.19M 0.03%
15,880
-512
362
$1.19M 0.03%
25,788
+2,810
363
$1.16M 0.02%
15,913
+424
364
$1.16M 0.02%
16,475
-470
365
$1.16M 0.02%
36,141
+25,659
366
$1.15M 0.02%
25,295
-2,329
367
$1.15M 0.02%
9,074
-584
368
$1.15M 0.02%
81,584
-1,136
369
$1.14M 0.02%
91,592
-3,632
370
$1.14M 0.02%
20,964
+10,320
371
$1.13M 0.02%
25,267
-95
372
$1.13M 0.02%
16,593
-5,976
373
$1.12M 0.02%
76,875
374
$1.11M 0.02%
51,958
+7,102
375
$1.1M 0.02%
11,214
-2,219
13 14
15
16 17