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
401
$1.02M 0.02%
20,227
-463
402
$1.01M 0.02%
9,123
-316
403
$1.01M 0.02%
27,056
-14,408
404
$1M 0.02%
8,509
-1,366
405
$1M 0.02%
24,574
-188
406
$1M 0.02%
10,037
-3
407
$991K 0.02%
15,940
-554
408
$991K 0.02%
21,426
-4,742
409
$984K 0.02%
6,878
+3,443
410
$982K 0.02%
33,732
-2,124
411
$980K 0.02%
18,046
-1,683
412
$973K 0.02%
12,015
+184
413
$970K 0.02%
26,831
-3,729
414
$968K 0.02%
83,000
+63,000
415
$963K 0.02%
5,662
+371
416
$963K 0.02%
49,804
-4,433
417
$957K 0.02%
35,243
-420
418
$956K 0.02%
10,540
+2,986
419
$951K 0.02%
65,716
-66
420
$950K 0.02%
31,941
-326
421
$949K 0.02%
40,305
-2,051
422
$941K 0.02%
6,981
-200
423
$940K 0.02%
12,530
+1,643
424
$938K 0.02%
57,960
-1,245
425
$938K 0.02%
26,446
+6,151
15 16
17
18 19