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
$3.82B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$88.4M
2
+$12.7M
3
+$11M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.84M
5
CB icon
Chubb
CB
+$7.05M

Top Sells

1
+$14.2M
2
+$12.8M
3
+$5.54M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$5.29M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$4.29M

Sector Composition

1 Energy 4.67%
2 Financials 4.27%
3 Healthcare 4.02%
4 Consumer Staples 3.95%
5 Technology 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$762K 0.02%
3,460
+104
352
$739K 0.02%
28,884
+10,094
353
$721K 0.02%
6,968
+73
354
$719K 0.02%
18,886
+996
355
$715K 0.02%
75,950
-7,450
356
$714K 0.02%
16,457
357
$711K 0.02%
17,434
-5,574
358
$710K 0.02%
12,164
+177
359
$710K 0.02%
6,704
+392
360
$707K 0.02%
13,775
-2,380
361
$703K 0.02%
14,040
+460
362
$699K 0.02%
21,009
-2,473
363
$698K 0.02%
25,758
364
$694K 0.02%
8,018
-320
365
$682K 0.02%
20,479
+921
366
$682K 0.02%
8,755
+2,119
367
$680K 0.02%
15,182
+3,769
368
$676K 0.02%
29,978
-862
369
$671K 0.02%
11,010
-133
370
$666K 0.02%
8,078
+1,845
371
$664K 0.02%
7,303
+556
372
$662K 0.02%
+6,444
373
$654K 0.02%
97,141
+9,320
374
$654K 0.02%
5,036
-257
375
$652K 0.02%
26,023
+873
13 14
15
16 17