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
426
$931K 0.02%
19,701
+212
427
$929K 0.02%
9,249
+512
428
$925K 0.02%
13,080
-615
429
$919K 0.02%
7,726
-839
430
$918K 0.02%
16,823
+38
431
$906K 0.02%
48,238
+12,814
432
$901K 0.02%
16,646
+3,568
433
$897K 0.02%
7,859
+86
434
$892K 0.02%
23,267
+7,598
435
$884K 0.02%
50,458
+9,414
436
$877K 0.02%
82,038
+1,383
437
$876K 0.02%
16,357
+1,629
438
$874K 0.02%
22,010
-21,710
439
$874K 0.02%
6,639
+424
440
$872K 0.02%
26,198
-11,140
441
$865K 0.02%
16,084
-577
442
$858K 0.02%
10,652
-191
443
$855K 0.02%
14,011
+27
444
$853K 0.02%
114,210
+810
445
$852K 0.02%
7,584
-505
446
$851K 0.02%
12,737
+204
447
$850K 0.02%
12,088
+715
448
$849K 0.02%
15,873
-3,633
449
$843K 0.02%
16,145
+530
450
$842K 0.02%
9,857
-263
16 17
18
19 20