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
876
$220K ﹤0.01%
1,182
+492
877
$218K ﹤0.01%
6,697
-50
878
$218K ﹤0.01%
3,147
+71
879
$217K ﹤0.01%
10,000
880
$216K ﹤0.01%
30,000
881
$216K ﹤0.01%
2,523
882
$215K ﹤0.01%
6,469
-48
883
$213K ﹤0.01%
+2,326
884
$211K ﹤0.01%
3,371
-326
885
$211K ﹤0.01%
5,650
+155
886
$211K ﹤0.01%
9,856
887
$211K ﹤0.01%
16,195
-7,462
888
$210K ﹤0.01%
8,190
+78
889
$209K ﹤0.01%
4,998
-9,183
890
$209K ﹤0.01%
+8,861
891
$208K ﹤0.01%
+5,739
892
$208K ﹤0.01%
18,300
+8,300
893
$207K ﹤0.01%
2,946
+459
894
$205K ﹤0.01%
76,100
895
$205K ﹤0.01%
+4,148
896
$204K ﹤0.01%
+4,421
897
$204K ﹤0.01%
3,354
+276
898
$202K ﹤0.01%
+15,945
899
$202K ﹤0.01%
4,557
900
$202K ﹤0.01%
39,925
-275
34 35
36
37 38