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
501
$701K 0.01%
122,291
+2,400
502
$700K 0.01%
15,715
-4,646
503
$700K 0.01%
19,369
+8,290
504
$696K 0.01%
7,034
+40
505
$692K 0.01%
7,793
-315
506
$691K 0.01%
13,464
-15,687
507
$691K 0.01%
11,597
+7,205
508
$688K 0.01%
7,842
+1,552
509
$681K 0.01%
8,643
510
$678K 0.01%
8,930
511
$672K 0.01%
18,000
-4,830
512
$669K 0.01%
18,110
+1,331
513
$668K 0.01%
27,462
-31,465
514
$667K 0.01%
+6,586
515
$665K 0.01%
19,880
-218
516
$665K 0.01%
15,054
-2,085
517
$664K 0.01%
58,222
+5,100
518
$657K 0.01%
13,253
+4,712
519
$655K 0.01%
10,953
+190
520
$655K 0.01%
16,900
-308
521
$651K 0.01%
5,200
-659
522
$651K 0.01%
13,570
-1,117
523
$650K 0.01%
20,367
524
$649K 0.01%
11,868
525
$648K 0.01%
23,770
-2,381
19 20
21
22 23