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
626
$257K 0.01%
1,582
-69
627
$256K 0.01%
+29,370
628
$254K 0.01%
2,059
-391
629
$253K 0.01%
2,700
-2,564
630
$252K 0.01%
+3,534
631
$251K 0.01%
14,105
+873
632
$248K 0.01%
3,050
633
$248K 0.01%
1,042
+177
634
$246K 0.01%
6,100
+220
635
$245K 0.01%
8,052
-389
636
$244K 0.01%
15,650
637
$244K 0.01%
4,532
-27
638
$240K 0.01%
4,702
639
$239K 0.01%
21,000
-4,000
640
$237K 0.01%
5,658
+12
641
$237K 0.01%
+4,885
642
$235K 0.01%
+10,204
643
$233K 0.01%
2,494
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644
$231K 0.01%
7,434
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645
$230K 0.01%
+5,320
646
$229K 0.01%
7,220
647
$229K 0.01%
2,040
-41
648
$228K 0.01%
4,220
649
$228K 0.01%
7,157
+379
650
$227K 0.01%
2,791
+252
24 25
26
27 28