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
901
$202K ﹤0.01%
4,498
-65
902
$202K ﹤0.01%
+1,935
903
$201K ﹤0.01%
4,525
-2,356
904
$201K ﹤0.01%
+9,865
905
$200K ﹤0.01%
+6,048
906
$194K ﹤0.01%
22,612
-7,516
907
$193K ﹤0.01%
11,905
+841
908
$190K ﹤0.01%
+52,730
909
$187K ﹤0.01%
25,500
910
$187K ﹤0.01%
13,800
911
$184K ﹤0.01%
15,210
-656
912
$169K ﹤0.01%
14,400
913
$169K ﹤0.01%
11,918
-8
914
$162K ﹤0.01%
18,728
+3,239
915
$161K ﹤0.01%
1,905
-97
916
$159K ﹤0.01%
21,135
917
$153K ﹤0.01%
32
918
$151K ﹤0.01%
13,100
-9,700
919
$151K ﹤0.01%
6,500
+550
920
$151K ﹤0.01%
23,945
+3,945
921
$149K ﹤0.01%
14,068
+719
922
$144K ﹤0.01%
7,378
923
$137K ﹤0.01%
8,623
924
$134K ﹤0.01%
11,410
925
$132K ﹤0.01%
23,457
-1,197
35 36
37
38 39