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
601
$279K 0.01%
4,217
+37
602
$279K 0.01%
3,717
+183
603
$279K 0.01%
+2,538
604
$277K 0.01%
11,943
+928
605
$277K 0.01%
28,040
+1,848
606
$276K 0.01%
1,850
+560
607
$275K 0.01%
7,234
608
$274K 0.01%
7,302
609
$273K 0.01%
8,379
+169
610
$273K 0.01%
6,439
+151
611
$271K 0.01%
6,988
+864
612
$271K 0.01%
3,068
-110
613
$271K 0.01%
19,100
-3,980
614
$270K 0.01%
3,400
+277
615
$270K 0.01%
5,822
-501
616
$269K 0.01%
10,156
617
$268K 0.01%
8,103
+1,735
618
$267K 0.01%
8,319
+318
619
$266K 0.01%
14,204
620
$265K 0.01%
1,723
+494
621
$262K 0.01%
4,425
-636
622
$262K 0.01%
6,377
+664
623
$260K 0.01%
6,079
+508
624
$259K 0.01%
+9,257
625
$259K 0.01%
+7,297
23 24
25
26 27