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
801
$267K 0.01%
3,586
-649
802
$267K 0.01%
10,206
-2,500
803
$266K 0.01%
2,837
-174
804
$264K 0.01%
3,972
-88
805
$264K 0.01%
6,714
806
$263K 0.01%
1,311
-244
807
$263K 0.01%
18,107
+2,488
808
$262K 0.01%
19,674
+1,299
809
$261K 0.01%
2,552
810
$260K 0.01%
10,548
811
$260K 0.01%
+3,835
812
$260K 0.01%
+3,749
813
$258K 0.01%
5,641
-280
814
$258K 0.01%
10,548
815
$258K 0.01%
14,976
+835
816
$256K 0.01%
3,453
+2,000
817
$256K 0.01%
15,483
+2,552
818
$255K 0.01%
2,650
819
$255K 0.01%
+11,700
820
$255K 0.01%
26,217
+4,574
821
$254K 0.01%
6,806
-1,004
822
$252K 0.01%
3,794
-229
823
$252K 0.01%
10,684
+612
824
$251K 0.01%
3,102
+5
825
$251K 0.01%
49,000
31 32
33
34 35