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
Energy Select Sector SPDR Fund
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
51
$15.1M 0.32%
294,572
+23,106
52
$14.4M 0.31%
122,987
+10,978
53
$14.3M 0.3%
154,497
+917
54
$14M 0.3%
118,740
-3,552
55
$13.9M 0.3%
516,690
-1,020
56
$13.3M 0.28%
238,214
+8,789
57
$13.3M 0.28%
241,079
+17,883
58
$13.1M 0.28%
123,036
+3,285
59
$13M 0.28%
71,576
-3,740
60
$12.8M 0.27%
142,136
-164
61
$12.7M 0.27%
266,161
-161,919
62
$12.5M 0.27%
183,833
-1,964
63
$12.5M 0.27%
491,889
-7,049
64
$12.2M 0.26%
217,285
+517
65
$12M 0.26%
477,083
-13,302
66
$11.5M 0.25%
411,576
-695
67
$11.4M 0.24%
210,712
+1,434
68
$11.2M 0.24%
659,620
+133,602
69
$11.2M 0.24%
168,013
-8,967
70
$11M 0.23%
193,850
+666
71
$10.9M 0.23%
147,789
+2,608
72
$10.9M 0.23%
262,509
-665,685
73
$10.7M 0.23%
269,095
-8,738
74
$10.6M 0.23%
304,904
-12,708
75
$10.6M 0.23%
139,465
-109
1 2
3
4 5