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
$3.82B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$88.4M
2
+$12.7M
3
+$11M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.84M
5
CB icon
Chubb
CB
+$7.05M

Top Sells

1
+$14.2M
2
+$12.8M
3
+$5.54M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$5.29M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$4.29M

Sector Composition

1 Energy 4.67%
2 Financials 4.27%
3 Healthcare 4.02%
4 Consumer Staples 3.95%
5 Technology 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$477K 0.01%
12,190
-36
452
$476K 0.01%
6,105
+3,083
453
$474K 0.01%
4,398
-409
454
$472K 0.01%
12,154
-2,425
455
$470K 0.01%
19,884
+6,292
456
$469K 0.01%
527,040
+6,800
457
$467K 0.01%
+2,142
458
$466K 0.01%
11,293
-5
459
$466K 0.01%
11,563
+192
460
$465K 0.01%
12,898
-227
461
$465K 0.01%
16,695
462
$464K 0.01%
54,027
-6,999
463
$464K 0.01%
4,048
464
$463K 0.01%
4,208
-951
465
$463K 0.01%
+19,635
466
$460K 0.01%
4,282
467
$460K 0.01%
11,642
-683
468
$459K 0.01%
5,264
469
$458K 0.01%
14,328
+3,288
470
$458K 0.01%
10,942
+292
471
$458K 0.01%
24,992
-28,781
472
$454K 0.01%
8,217
473
$451K 0.01%
+16,474
474
$449K 0.01%
12,326
+3,522
475
$445K 0.01%
15,982
17 18
19
20 21