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
501
$426K 0.01%
86,166
+8,266
502
$424K 0.01%
+15,270
503
$422K 0.01%
8,978
+214
504
$419K 0.01%
7,324
+1,301
505
$419K 0.01%
6,158
+639
506
$413K 0.01%
10,705
-54
507
$412K 0.01%
7,530
-335
508
$412K 0.01%
5,411
+237
509
$408K 0.01%
33,500
+13,838
510
$408K 0.01%
10,373
+1,201
511
$408K 0.01%
10,207
-47
512
$405K 0.01%
6,244
513
$402K 0.01%
7,831
+456
514
$399K 0.01%
2,187
+226
515
$393K 0.01%
32,096
516
$391K 0.01%
10,420
-266
517
$389K 0.01%
6,939
+273
518
$389K 0.01%
4,887
+386
519
$387K 0.01%
5,332
+1,152
520
$385K 0.01%
3,318
+450
521
$384K 0.01%
5,483
-92
522
$382K 0.01%
11,225
-1,548
523
$381K 0.01%
29,773
-997
524
$381K 0.01%
8,241
+60
525
$380K 0.01%
5,593
+1,032
19 20
21
22 23