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
51
$11.2M 0.28%
73,710
+3,737
52
$11.2M 0.28%
352,579
+15,695
53
$11.2M 0.28%
354,921
-11,713
54
$11.1M 0.28%
187,030
+8,695
55
$11M 0.27%
224,946
+9,211
56
$10.8M 0.27%
257,000
-460
57
$10.6M 0.27%
134,894
+2,995
58
$10.4M 0.26%
282,226
-7,051
59
$10.3M 0.26%
155,359
+5,598
60
$10.3M 0.26%
273,615
+3,108
61
$9.49M 0.24%
181,002
-1,506
62
$9.48M 0.24%
133,987
+7,948
63
$9.43M 0.24%
89,247
64
$9.31M 0.23%
306,196
-332
65
$9.27M 0.23%
98,185
+1,147
66
$9.18M 0.23%
157,221
+665
67
$8.91M 0.22%
70,882
-111
68
$8.78M 0.22%
68,469
+4,201
69
$8.67M 0.22%
129,426
+3,145
70
$8.54M 0.21%
135,031
+3,431
71
$8.53M 0.21%
135,271
+2,189
72
$8.46M 0.21%
117,280
+5,126
73
$8.31M 0.21%
89,528
+348
74
$8.31M 0.21%
129,993
+2,198
75
$8.29M 0.21%
206,340
+10,860
1 2
3
4 5