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
651
$226K 0.01%
+6,310
652
$226K 0.01%
+2,476
653
$224K 0.01%
6,683
+433
654
$224K 0.01%
2,952
+321
655
$224K 0.01%
+6,663
656
$223K 0.01%
1,681
657
$223K 0.01%
10,184
-35
658
$221K 0.01%
+6,596
659
$220K 0.01%
+3,884
660
$219K 0.01%
13,015
-1,250
661
$219K 0.01%
20,940
-1,000
662
$219K 0.01%
3,835
663
$218K 0.01%
3,501
+79
664
$217K 0.01%
6,604
-3,368
665
$217K 0.01%
+2,687
666
$216K 0.01%
+1,189
667
$215K 0.01%
2,758
668
$215K 0.01%
+3,890
669
$214K 0.01%
+4,178
670
$214K 0.01%
+8,405
671
$213K 0.01%
21,563
-7,844
672
$212K 0.01%
11,670
673
$210K 0.01%
+2,267
674
$210K 0.01%
8,570
-238
675
$209K 0.01%
3,104
+20
25 26
27
28 29