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
826
$250K 0.01%
2,865
-571
827
$249K 0.01%
58,628
828
$249K 0.01%
+8,171
829
$248K 0.01%
9,048
+1,070
830
$248K 0.01%
+2,317
831
$247K 0.01%
2,105
-31
832
$246K 0.01%
4,170
+937
833
$244K 0.01%
+11,116
834
$244K 0.01%
14,942
+129
835
$243K 0.01%
38
836
$243K 0.01%
6,712
837
$242K 0.01%
523,800
-31,120
838
$241K 0.01%
+11,476
839
$239K 0.01%
7,085
840
$237K 0.01%
5,700
-336
841
$237K 0.01%
17,180
+107
842
$237K 0.01%
2,530
+302
843
$235K 0.01%
1,568
-412
844
$235K 0.01%
5,566
+264
845
$234K 0.01%
8,755
+3,025
846
$234K 0.01%
6,707
-115
847
$232K ﹤0.01%
13,648
848
$232K ﹤0.01%
13,368
+1,954
849
$232K ﹤0.01%
35,000
+5,000
850
$231K ﹤0.01%
+6,511
32 33
34
35 36