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
476
$766K 0.02%
9,727
-1,166
477
$765K 0.02%
16,925
-519
478
$765K 0.02%
14,956
+2,040
479
$761K 0.02%
16,728
+1,276
480
$757K 0.02%
15,072
-469
481
$757K 0.02%
10,489
+424
482
$755K 0.02%
7,697
+300
483
$749K 0.02%
16,877
-3,126
484
$740K 0.02%
13,990
485
$737K 0.02%
13,072
-470
486
$736K 0.02%
8,843
+396
487
$734K 0.02%
20,552
+574
488
$734K 0.02%
11,764
-240
489
$733K 0.02%
18,800
-2,035
490
$733K 0.02%
12,591
+262
491
$733K 0.02%
65,344
-10,252
492
$726K 0.02%
5,881
+54
493
$720K 0.02%
20,821
-174
494
$717K 0.02%
13,622
-65,948
495
$710K 0.02%
8,098
-19
496
$710K 0.02%
8,000
497
$710K 0.02%
1,116
-364
498
$710K 0.02%
9,248
+1,651
499
$710K 0.02%
35,094
+65
500
$703K 0.01%
19,811
-1,850
18 19
20
21 22