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
701
$369K 0.01%
+25,371
702
$368K 0.01%
+4,984
703
$368K 0.01%
31,734
704
$366K 0.01%
7,248
+486
705
$365K 0.01%
6,446
-955
706
$364K 0.01%
6,680
+102
707
$364K 0.01%
20,000
+5,000
708
$361K 0.01%
9,000
709
$360K 0.01%
3,210
710
$357K 0.01%
3,441
+244
711
$355K 0.01%
2,723
-72
712
$355K 0.01%
3,882
713
$354K 0.01%
+9,285
714
$352K 0.01%
10,470
-320
715
$352K 0.01%
+10,372
716
$352K 0.01%
30,177
+18,647
717
$350K 0.01%
9,822
-2,277
718
$349K 0.01%
6,000
+300
719
$348K 0.01%
34,698
-1,622
720
$346K 0.01%
6,289
-222
721
$345K 0.01%
44,383
722
$345K 0.01%
8,039
-546
723
$345K 0.01%
22,600
724
$344K 0.01%
10,353
-6,519
725
$344K 0.01%
1,328
-1,637
27 28
29
30 31