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
376
$724K 0.02%
12,206
+586
377
$719K 0.02%
11,256
-25
378
$719K 0.02%
13,416
+828
379
$716K 0.02%
5,286
+227
380
$715K 0.02%
14,539
+430
381
$712K 0.02%
7,445
+284
382
$705K 0.02%
25,790
-4,541
383
$703K 0.02%
8,715
384
$702K 0.02%
8,698
+549
385
$700K 0.02%
13,257
+1,543
386
$693K 0.02%
6,352
+71
387
$687K 0.02%
14,454
388
$685K 0.02%
9,880
-398
389
$684K 0.02%
16,943
+3,632
390
$678K 0.02%
22,509
-1,497
391
$677K 0.02%
3,828
+647
392
$675K 0.02%
3,814
+194
393
$674K 0.02%
88,253
-8,887
394
$669K 0.02%
14,719
+1,741
395
$668K 0.02%
62,550
396
$663K 0.02%
15,139
+789
397
$658K 0.02%
10,217
+478
398
$657K 0.02%
8,731
+319
399
$657K 0.02%
8,482
+19
400
$656K 0.02%
9,077
+398
14 15
16
17 18