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
551
$576K 0.01%
12,188
+200
552
$574K 0.01%
22,070
553
$574K 0.01%
14,011
+358
554
$569K 0.01%
18,338
-26
555
$569K 0.01%
7,148
+2,706
556
$568K 0.01%
14,489
-964
557
$568K 0.01%
47,749
558
$565K 0.01%
9,434
+1,299
559
$564K 0.01%
233,826
560
$563K 0.01%
13,640
+500
561
$563K 0.01%
37,781
-16,280
562
$563K 0.01%
10,019
-394
563
$562K 0.01%
5,840
-1,327
564
$560K 0.01%
25,557
-3,524
565
$560K 0.01%
9,205
+2,794
566
$558K 0.01%
20,134
-15,507
567
$558K 0.01%
11,293
+1,932
568
$557K 0.01%
8,797
-881
569
$555K 0.01%
14,585
-2,997
570
$554K 0.01%
16,405
+599
571
$553K 0.01%
13,566
-80
572
$553K 0.01%
129,000
-6,000
573
$552K 0.01%
6,557
-983
574
$550K 0.01%
6,137
+963
575
$549K 0.01%
12,371
-344
21 22
23
24 25