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
576
$542K 0.01%
15,791
+92
577
$539K 0.01%
10,818
-309
578
$539K 0.01%
25,236
579
$537K 0.01%
16,850
-504
580
$536K 0.01%
77,900
581
$533K 0.01%
3,734
+221
582
$529K 0.01%
8,230
+2,018
583
$529K 0.01%
7,480
+1,725
584
$527K 0.01%
9,028
+735
585
$526K 0.01%
24,288
586
$524K 0.01%
8,812
-932
587
$524K 0.01%
+27,311
588
$520K 0.01%
12,511
589
$520K 0.01%
8,797
590
$519K 0.01%
14,784
-282
591
$515K 0.01%
7,500
592
$515K 0.01%
45,638
+1,272
593
$514K 0.01%
12,404
594
$510K 0.01%
21,293
+16
595
$510K 0.01%
11,460
+2,403
596
$509K 0.01%
6,812
+35
597
$508K 0.01%
1,985
-64
598
$507K 0.01%
1,200
+2
599
$507K 0.01%
+2,289
600
$505K 0.01%
3,209
-525
22 23
24
25 26