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
576
$298K 0.01%
5,788
+266
577
$297K 0.01%
+8,990
578
$297K 0.01%
8,659
+493
579
$295K 0.01%
10,408
580
$294K 0.01%
18,385
+140
581
$294K 0.01%
6,129
+233
582
$294K 0.01%
5,643
-606
583
$293K 0.01%
11,470
+443
584
$293K 0.01%
5,000
-69
585
$292K 0.01%
2,173
+190
586
$291K 0.01%
12,591
+266
587
$290K 0.01%
43,720
-35,000
588
$289K 0.01%
6,187
+99
589
$289K 0.01%
2,107
+170
590
$288K 0.01%
10,021
-10,420
591
$287K 0.01%
+13,273
592
$284K 0.01%
7,460
-4,440
593
$283K 0.01%
+3,515
594
$282K 0.01%
1,975
595
$282K 0.01%
2,650
596
$281K 0.01%
2,091
+218
597
$281K 0.01%
30,662
-12,044
598
$281K 0.01%
5,308
-2,000
599
$281K 0.01%
6,350
+530
600
$280K 0.01%
15,873
-44
22 23
24
25 26