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
726
$342K 0.01%
10,185
+130
727
$342K 0.01%
+11,382
728
$341K 0.01%
2,601
+20
729
$340K 0.01%
11,177
+143
730
$337K 0.01%
5,213
+1,000
731
$336K 0.01%
3,831
+29
732
$335K 0.01%
4,574
+54
733
$335K 0.01%
5,144
+404
734
$334K 0.01%
7,824
-148
735
$334K 0.01%
+2,762
736
$333K 0.01%
4,873
-482
737
$332K 0.01%
5,874
+1,090
738
$332K 0.01%
+10,575
739
$331K 0.01%
9,621
+307
740
$326K 0.01%
9,304
+1,869
741
$324K 0.01%
41,543
742
$319K 0.01%
1,703
+189
743
$318K 0.01%
22,405
+2,653
744
$317K 0.01%
6,984
+303
745
$316K 0.01%
2,432
-489
746
$316K 0.01%
1,911
-1,499
747
$314K 0.01%
5,584
+452
748
$312K 0.01%
4,700
+742
749
$312K 0.01%
13,174
+993
750
$311K 0.01%
+13,625
28 29
30
31 32