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
926
$132K ﹤0.01%
3,779
-68
927
$130K ﹤0.01%
20,000
928
$121K ﹤0.01%
1,240
+81
929
$113K ﹤0.01%
15,000
930
$113K ﹤0.01%
+10,288
931
$111K ﹤0.01%
15,850
+4,863
932
$108K ﹤0.01%
10,964
-490
933
$98K ﹤0.01%
11,547
+3
934
$98K ﹤0.01%
11,500
935
$93K ﹤0.01%
+850
936
$91K ﹤0.01%
+10,955
937
$78K ﹤0.01%
+15,538
938
$75K ﹤0.01%
1,941
939
$69K ﹤0.01%
259,309
+51,315
940
$68K ﹤0.01%
20,000
941
$59K ﹤0.01%
2,000
942
$58K ﹤0.01%
1,134
943
$51K ﹤0.01%
20,681
-271
944
$39K ﹤0.01%
12,937
-32
945
$25K ﹤0.01%
53,843
-360
946
$16K ﹤0.01%
750
+250
947
$11K ﹤0.01%
1,000
948
– –
-2,874
949
– –
-4,484
950
– –
-9,355
36 37
38
39 40