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
601
$504K 0.01%
16,813
+168
602
$500K 0.01%
23,187
-1,932
603
$500K 0.01%
4,761
604
$499K 0.01%
15,434
-42
605
$498K 0.01%
16,320
606
$496K 0.01%
8,875
+75
607
$493K 0.01%
8,214
+1,626
608
$492K 0.01%
8,804
+884
609
$491K 0.01%
9,127
-778
610
$485K 0.01%
+18,289
611
$484K 0.01%
5,553
+874
612
$480K 0.01%
11,040
613
$479K 0.01%
29,771
+4,217
614
$478K 0.01%
11,530
-485
615
$478K 0.01%
7,952
+22
616
$473K 0.01%
16,125
+3,000
617
$471K 0.01%
7,458
618
$469K 0.01%
7,402
619
$467K 0.01%
7,727
+1,015
620
$466K 0.01%
4,758
-597
621
$465K 0.01%
4,840
+2,000
622
$462K 0.01%
8,010
+655
623
$462K 0.01%
6,587
-5,921
624
$459K 0.01%
3,062
+93
625
$459K 0.01%
11,437
23 24
25
26 27