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
351
$833K 0.02%
12,092
+1
352
$832K 0.02%
11,756
+1,778
353
$829K 0.02%
34,932
+66
354
$828K 0.02%
1,078
+54
355
$827K 0.02%
2,058
+342
356
$826K 0.02%
16,914
+943
357
$822K 0.02%
10,312
+2,342
358
$813K 0.02%
12,802
+398
359
$810K 0.02%
79,713
+9,549
360
$808K 0.02%
27,231
-1,486
361
$807K 0.02%
6,477
+215
362
$793K 0.02%
15,253
+3,195
363
$789K 0.02%
9,406
364
$787K 0.02%
31,180
-1,490
365
$780K 0.02%
3,479
+522
366
$774K 0.02%
49,821
+2,779
367
$767K 0.02%
3,445
-205
368
$756K 0.02%
19,206
+1,991
369
$747K 0.02%
14,204
+611
370
$745K 0.02%
13,744
+723
371
$744K 0.02%
9,421
+33
372
$743K 0.02%
16,842
+1,667
373
$743K 0.02%
13,666
+446
374
$734K 0.02%
6,778
+246
375
$734K 0.02%
25,848
-175
13 14
15
16 17