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
651
$414K 0.01%
33,620
+670
652
$413K 0.01%
11,914
-85
653
$412K 0.01%
47,310
-13,200
654
$411K 0.01%
63,770
+8,330
655
$411K 0.01%
6,240
-1,630
656
$408K 0.01%
6,307
+329
657
$407K 0.01%
40,501
+15,181
658
$406K 0.01%
10,754
-472
659
$405K 0.01%
6,923
-790
660
$405K 0.01%
5,786
+1,476
661
$405K 0.01%
3,685
+126
662
$404K 0.01%
6,582
-2,329
663
$404K 0.01%
6,989
-1,758
664
$404K 0.01%
58,782
665
$402K 0.01%
11,784
-2
666
$402K 0.01%
3,619
+1,412
667
$401K 0.01%
7,657
-17,691
668
$399K 0.01%
4,935
+317
669
$398K 0.01%
10,488
-974
670
$398K 0.01%
15,405
+386
671
$396K 0.01%
3,265
+71
672
$393K 0.01%
10,356
-10,619
673
$392K 0.01%
34,210
-3,462
674
$391K 0.01%
7,946
+1,145
675
$391K 0.01%
22,906
25 26
27
28 29