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
451
$525K 0.01%
30,425
+5,775
452
$524K 0.01%
9,323
+607
453
$520K 0.01%
8,075
+1,228
454
$517K 0.01%
32,719
+970
455
$516K 0.01%
10,022
-1,962
456
$515K 0.01%
14,470
+284
457
$515K 0.01%
4,210
-1,243
458
$511K 0.01%
6,406
+325
459
$510K 0.01%
10,837
+2,608
460
$510K 0.01%
10,780
+659
461
$507K 0.01%
4,294
+694
462
$506K 0.01%
8,219
+62
463
$505K 0.01%
12,997
+943
464
$503K 0.01%
4,317
+319
465
$500K 0.01%
7,177
+230
466
$500K 0.01%
12,568
+140
467
$499K 0.01%
18,641
468
$497K 0.01%
5,872
+482
469
$494K 0.01%
17,107
+774
470
$494K 0.01%
4,019
+151
471
$489K 0.01%
18,485
-2,650
472
$487K 0.01%
+32,315
473
$486K 0.01%
4,167
+327
474
$485K 0.01%
2,831
-77
475
$485K 0.01%
8,457
+606
17 18
19
20 21