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
$3.82B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$88.4M
2
+$12.7M
3
+$11M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.84M
5
CB icon
Chubb
CB
+$7.05M

Top Sells

1
+$14.2M
2
+$12.8M
3
+$5.54M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$5.29M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$4.29M

Sector Composition

1 Energy 4.67%
2 Financials 4.27%
3 Healthcare 4.02%
4 Consumer Staples 3.95%
5 Technology 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$385K 0.01%
7,308
-372
502
$385K 0.01%
5,174
503
$376K 0.01%
3,286
+116
504
$375K 0.01%
9,892
-72
505
$373K 0.01%
16,604
+92
506
$372K 0.01%
8,407
+3
507
$372K 0.01%
77,900
508
$371K 0.01%
10,172
-549
509
$370K 0.01%
+13,791
510
$366K 0.01%
13,058
+38
511
$365K 0.01%
6,641
+141
512
$363K 0.01%
9,878
-907
513
$362K 0.01%
27,719
-3,309
514
$362K 0.01%
35,046
-19,085
515
$362K 0.01%
+10,256
516
$360K 0.01%
5,576
-51
517
$359K 0.01%
11,938
+569
518
$359K 0.01%
5,791
-11,197
519
$358K 0.01%
14,475
520
$357K 0.01%
8,860
521
$355K 0.01%
32,096
+4,480
522
$354K 0.01%
8,182
-166
523
$353K 0.01%
9,190
-12,479
524
$352K 0.01%
+9,609
525
$352K 0.01%
+13,110
19 20
21
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