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
451
$839K 0.02%
4,551
-240
452
$837K 0.02%
4,685
-877
453
$835K 0.02%
11,566
+1,439
454
$833K 0.02%
10,772
-75
455
$824K 0.02%
13,980
+8,224
456
$822K 0.02%
9,680
457
$821K 0.02%
7,118
+542
458
$816K 0.02%
35,078
+12,300
459
$814K 0.02%
15,450
+156
460
$814K 0.02%
6,764
-3
461
$811K 0.02%
73,048
+2,308
462
$809K 0.02%
9,879
-883
463
$807K 0.02%
34,500
+11,489
464
$802K 0.02%
1,574
+44
465
$801K 0.02%
23,370
+18,030
466
$797K 0.02%
21,073
-15,409
467
$795K 0.02%
27,714
-716
468
$794K 0.02%
12,119
+1,309
469
$785K 0.02%
9,816
-1,940
470
$780K 0.02%
5,920
+82
471
$779K 0.02%
6,949
-159
472
$775K 0.02%
8,843
+125
473
$770K 0.02%
13,640
+887
474
$769K 0.02%
5,829
+155
475
$768K 0.02%
19,460
+53
17 18
19
20 21