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
776
$289K 0.01%
5,553
-413
777
$289K 0.01%
11,363
778
$284K 0.01%
6,878
-1,390
779
$284K 0.01%
44,778
-7,954
780
$282K 0.01%
5,258
+170
781
$282K 0.01%
32,545
+84
782
$281K 0.01%
8,616
+2,211
783
$280K 0.01%
3,801
+109
784
$279K 0.01%
5,367
-433
785
$278K 0.01%
12,494
-160
786
$278K 0.01%
9,880
+735
787
$277K 0.01%
4,542
-1,138
788
$276K 0.01%
7,100
+1,400
789
$275K 0.01%
+2,873
790
$273K 0.01%
2,300
-922
791
$273K 0.01%
14,359
792
$273K 0.01%
3,538
-303
793
$272K 0.01%
19,321
+3,600
794
$272K 0.01%
12,293
-6,025
795
$271K 0.01%
5,388
-52
796
$271K 0.01%
6,547
797
$270K 0.01%
5,250
-1,200
798
$268K 0.01%
6,754
799
$267K 0.01%
3,690
+809
800
$267K 0.01%
3,897
-76
30 31
32
33 34