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
476
$484K 0.01%
6,037
-1,040
477
$483K 0.01%
+12,869
478
$482K 0.01%
12,312
+747
479
$478K 0.01%
10,795
-5,900
480
$478K 0.01%
35,175
-3,465
481
$476K 0.01%
9,750
+1,100
482
$475K 0.01%
6,373
+1,918
483
$467K 0.01%
5,910
+268
484
$465K 0.01%
16,536
485
$464K 0.01%
12,512
+1,476
486
$464K 0.01%
9,389
+2,231
487
$461K 0.01%
15,982
488
$460K 0.01%
2,901
+810
489
$458K 0.01%
4,282
490
$457K 0.01%
33,014
-544
491
$455K 0.01%
14,793
-267
492
$454K 0.01%
33,705
+15,945
493
$451K 0.01%
18,426
+408
494
$451K 0.01%
34,673
495
$437K 0.01%
6,456
+637
496
$433K 0.01%
17,624
+412
497
$432K 0.01%
45,640
+1,970
498
$432K 0.01%
8,060
+815
499
$431K 0.01%
4,653
+48
500
$429K 0.01%
27,363
18 19
20
21 22