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
851
$230K ﹤0.01%
+2,520
852
$230K ﹤0.01%
+12,034
853
$229K ﹤0.01%
26,395
-3,002
854
$229K ﹤0.01%
13,422
-2,334
855
$229K ﹤0.01%
4,162
856
$229K ﹤0.01%
8,206
-514
857
$228K ﹤0.01%
6,285
-174
858
$228K ﹤0.01%
9,468
-1,351
859
$227K ﹤0.01%
10,000
860
$226K ﹤0.01%
5,871
-618
861
$226K ﹤0.01%
3,059
-33
862
$226K ﹤0.01%
+4,500
863
$225K ﹤0.01%
+6,403
864
$225K ﹤0.01%
4,744
-100
865
$225K ﹤0.01%
4,386
+304
866
$224K ﹤0.01%
4,271
+23
867
$224K ﹤0.01%
5,056
+28
868
$223K ﹤0.01%
2,445
869
$223K ﹤0.01%
+4,319
870
$221K ﹤0.01%
1,510
+264
871
$221K ﹤0.01%
2,545
872
$221K ﹤0.01%
1,830
-1
873
$220K ﹤0.01%
2,293
-6,584
874
$220K ﹤0.01%
+9,030
875
$220K ﹤0.01%
8,782
+532
33 34
35
36 37