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
626
$458K 0.01%
32,041
-2,876
627
$458K 0.01%
11,769
628
$452K 0.01%
15,000
-6,000
629
$450K 0.01%
7,418
-259
630
$449K 0.01%
4,909
+242
631
$447K 0.01%
12,194
632
$445K 0.01%
14,570
+150
633
$444K 0.01%
18,899
+3,590
634
$444K 0.01%
12,685
+107
635
$443K 0.01%
9,565
-793
636
$439K 0.01%
6,617
-1,065
637
$436K 0.01%
7,519
+298
638
$434K 0.01%
+4,772
639
$430K 0.01%
17,053
-13,536
640
$429K 0.01%
3,335
+160
641
$428K 0.01%
12,460
-130
642
$428K 0.01%
30,600
643
$427K 0.01%
6,428
-2,950
644
$421K 0.01%
8,625
+850
645
$420K 0.01%
23,701
-7,198
646
$420K 0.01%
9,628
-3,111
647
$420K 0.01%
11,502
648
$418K 0.01%
21,051
+9,318
649
$417K 0.01%
6,032
650
$415K 0.01%
10,650
+454
24 25
26
27 28