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
Energy Select Sector SPDR Fund
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
26
$29.5M 0.63%
213,833
+1,365
27
$29.4M 0.62%
267,853
+37,700
28
$26.4M 0.56%
908,568
+91,330
29
$25.8M 0.55%
1,111,359
-72,317
30
$25M 0.53%
245,956
+20,700
31
$23.6M 0.5%
391,404
+129,834
32
$22.6M 0.48%
223,475
+137
33
$22.2M 0.47%
352,860
-345,059
34
$22.1M 0.47%
714,904
-74,414
35
$21.9M 0.47%
297,147
+12,651
36
$20.3M 0.43%
390,885
+13,649
37
$20.1M 0.43%
221,157
+1,924
38
$19.2M 0.41%
483,818
-12,560
39
$19.2M 0.41%
116,631
-1,931
40
$17.9M 0.38%
234,458
-7,803
41
$17.9M 0.38%
212,375
+3,479
42
$17.7M 0.38%
339,030
-1,472
43
$17.5M 0.37%
378,521
-22,113
44
$17M 0.36%
546,756
-511
45
$16.7M 0.35%
199,873
-66
46
$16.3M 0.35%
79
47
$16.3M 0.35%
382,875
+91,259
48
$16.3M 0.35%
255,057
+25,465
49
$15.7M 0.33%
313,682
+90,143
50
$15.4M 0.33%
125,367
-18,321
1
2
3 4 5