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
751
$311K 0.01%
17,632
-1,492
752
$311K 0.01%
6,575
-3,700
753
$310K 0.01%
4,713
+183
754
$310K 0.01%
7,430
-768
755
$310K 0.01%
15,340
-1,919
756
$308K 0.01%
7,034
+1,007
757
$308K 0.01%
15,613
-5,472
758
$307K 0.01%
12,548
-2,008
759
$305K 0.01%
26,304
760
$305K 0.01%
2,596
+80
761
$304K 0.01%
15,784
+1,623
762
$304K 0.01%
24,088
+342
763
$301K 0.01%
7,046
+1,606
764
$301K 0.01%
4,992
+2,885
765
$300K 0.01%
7,406
-805
766
$300K 0.01%
6,858
767
$299K 0.01%
1,409
+202
768
$299K 0.01%
15,194
+470
769
$299K 0.01%
+24,930
770
$297K 0.01%
5,827
-2,042
771
$297K 0.01%
+4,421
772
$296K 0.01%
9,801
+232
773
$295K 0.01%
16,430
+2,212
774
$294K 0.01%
8,201
775
$294K 0.01%
7,579
+411
29 30
31
32 33