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
526
$378K 0.01%
5,059
+846
527
$374K 0.01%
14,489
+555
528
$373K 0.01%
3,861
529
$371K 0.01%
+27,633
530
$371K 0.01%
25,994
+3,338
531
$366K 0.01%
5,641
+2,000
532
$365K 0.01%
5,773
-120
533
$364K 0.01%
2,245
+943
534
$364K 0.01%
6,960
535
$362K 0.01%
6,852
+891
536
$359K 0.01%
4,891
-772
537
$358K 0.01%
4,432
-89
538
$357K 0.01%
6,525
+1,771
539
$356K 0.01%
8,583
-11,705
540
$353K 0.01%
17,274
+178
541
$352K 0.01%
4,214
-5,363
542
$351K 0.01%
10,372
+246
543
$350K 0.01%
9,219
+741
544
$349K 0.01%
8,100
+1,557
545
$349K 0.01%
7,179
-593
546
$348K 0.01%
12,295
+164
547
$347K 0.01%
15,264
-7,248
548
$347K 0.01%
14,082
+1,587
549
$345K 0.01%
+7,211
550
$342K 0.01%
8,136
+371
20 21
22
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