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
401
$656K 0.02%
18,982
-535
402
$654K 0.02%
45,224
403
$652K 0.02%
3,919
+378
404
$649K 0.02%
8,928
+380
405
$648K 0.02%
5,955
-561
406
$646K 0.02%
77,692
-14,069
407
$645K 0.02%
8,524
+486
408
$642K 0.02%
10,728
+579
409
$641K 0.02%
17,932
+3,320
410
$628K 0.02%
+19,245
411
$627K 0.02%
7,347
+127
412
$614K 0.02%
8,485
+1,438
413
$614K 0.02%
9,037
+528
414
$613K 0.02%
1,000
-2
415
$612K 0.02%
12,918
-6
416
$612K 0.02%
4,613
-719
417
$609K 0.02%
4,754
+462
418
$605K 0.02%
177,308
419
$604K 0.02%
13,633
+873
420
$603K 0.02%
10,567
+39
421
$601K 0.02%
7,366
-206
422
$599K 0.02%
9,702
+1,117
423
$594K 0.01%
6,504
+266
424
$593K 0.01%
5,942
+170
425
$591K 0.01%
7,672
+866
15 16
17
18 19