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
526
$641K 0.01%
15,146
+326
527
$640K 0.01%
19,583
-1,469
528
$638K 0.01%
23,239
+5,700
529
$638K 0.01%
13,500
+6,364
530
$633K 0.01%
541
+55
531
$633K 0.01%
5,653
+1,507
532
$631K 0.01%
11,334
-161
533
$624K 0.01%
14,196
-1,906
534
$617K 0.01%
20,225
+5,982
535
$614K 0.01%
68,745
+3,977
536
$614K 0.01%
11,696
+4,588
537
$609K 0.01%
+29,971
538
$607K 0.01%
13,705
+1,788
539
$602K 0.01%
13,119
-625
540
$595K 0.01%
7,868
+129
541
$595K 0.01%
16,225
+514
542
$594K 0.01%
13,808
+239
543
$594K 0.01%
+28,000
544
$592K 0.01%
19,339
+2,097
545
$589K 0.01%
4,027
-526
546
$584K 0.01%
+5,325
547
$582K 0.01%
33,877
-1,029
548
$580K 0.01%
9,775
549
$577K 0.01%
12,108
+339
550
$576K 0.01%
9,029
-1,612
20 21
22
23 24