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
676
$389K 0.01%
15,139
-667
677
$389K 0.01%
6,472
+218
678
$389K 0.01%
5,327
-1,308
679
$389K 0.01%
8,508
-2,575
680
$387K 0.01%
5,968
-601
681
$387K 0.01%
14,765
-116
682
$387K 0.01%
5,682
+247
683
$386K 0.01%
2,346
+465
684
$385K 0.01%
2,707
-47
685
$384K 0.01%
6,022
-50
686
$384K 0.01%
3,370
+206
687
$383K 0.01%
18,063
+13
688
$381K 0.01%
+36,631
689
$381K 0.01%
14,931
690
$381K 0.01%
6,464
-3,333
691
$379K 0.01%
3,420
+12
692
$376K 0.01%
+5,425
693
$376K 0.01%
5,326
+2,147
694
$374K 0.01%
14,928
+555
695
$373K 0.01%
+5,447
696
$372K 0.01%
8,000
-1,462
697
$372K 0.01%
12,383
+2,758
698
$371K 0.01%
6,709
699
$371K 0.01%
+5,268
700
$369K 0.01%
58,882
26 27
28
29 30