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
676
$208K 0.01%
+2,621
677
$208K 0.01%
5,678
-45
678
$207K 0.01%
7,400
679
$207K 0.01%
7,780
-1,980
680
$206K 0.01%
+33,630
681
$206K 0.01%
22,345
682
$205K 0.01%
221
+6
683
$205K 0.01%
+1,856
684
$204K 0.01%
11,355
685
$204K 0.01%
+2,102
686
$203K 0.01%
5,083
-3,071
687
$203K 0.01%
8,400
+848
688
$202K 0.01%
2,712
+68
689
$202K 0.01%
+4,480
690
$201K 0.01%
6,916
-3,138
691
$201K 0.01%
+5,887
692
$201K 0.01%
+1,158
693
$200K 0.01%
+8,500
694
$200K 0.01%
3,000
695
$196K ﹤0.01%
5,776
+2,214
696
$195K ﹤0.01%
15,213
+3,869
697
$192K ﹤0.01%
28,906
-701
698
$187K ﹤0.01%
+5,426
699
$184K ﹤0.01%
3,554
+1,396
700
$182K ﹤0.01%
10,204
26 27
28
29 30