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
376
$1.1M 0.02%
19,898
-2,006
377
$1.09M 0.02%
40,572
-5,532
378
$1.09M 0.02%
41,874
+1,380
379
$1.09M 0.02%
26,622
+11,638
380
$1.09M 0.02%
18,908
-2,402
381
$1.08M 0.02%
49,999
+1,274
382
$1.08M 0.02%
80,803
+12,313
383
$1.06M 0.02%
13,489
+2,755
384
$1.06M 0.02%
34,541
-1,504
385
$1.06M 0.02%
31,874
+23,979
386
$1.06M 0.02%
25,261
+1,411
387
$1.05M 0.02%
15,279
-169
388
$1.05M 0.02%
18,478
-277
389
$1.05M 0.02%
40,301
-3,440
390
$1.05M 0.02%
35,532
+2,240
391
$1.05M 0.02%
18,276
-2,918
392
$1.05M 0.02%
9,626
+918
393
$1.04M 0.02%
10,851
-950
394
$1.04M 0.02%
7,663
+59
395
$1.04M 0.02%
51,997
+1,933
396
$1.04M 0.02%
10,509
-83
397
$1.03M 0.02%
18,683
+678
398
$1.03M 0.02%
6,456
+374
399
$1.02M 0.02%
78,085
+1,004
400
$1.02M 0.02%
29,795
+1,903
14 15
16
17 18