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
76
$10.5M 0.22%
95,146
-223
77
$10.4M 0.22%
119,469
+114,783
78
$10.3M 0.22%
115,864
+1,130
79
$10.3M 0.22%
385,156
-1,296
80
$9.96M 0.21%
219,092
-7,820
81
$9.89M 0.21%
250,193
-19,523
82
$9.74M 0.21%
102,740
+35,222
83
$9.67M 0.21%
667,070
-19,549
84
$9.67M 0.21%
96,632
+400
85
$9.44M 0.2%
354,637
+5,366
86
$9.42M 0.2%
28,694
+58
87
$9.31M 0.2%
124,479
-54,744
88
$9.26M 0.2%
83,726
-720
89
$9.12M 0.19%
139,823
+569
90
$9.06M 0.19%
96,031
+6,934
91
$9M 0.19%
155,870
+6,083
92
$8.78M 0.19%
95,662
-55
93
$8.66M 0.18%
159,129
+2,093
94
$8.62M 0.18%
66,437
-216
95
$8.52M 0.18%
464,843
+1,179
96
$8.25M 0.18%
118,042
+10,833
97
$8.06M 0.17%
99,146
-1,683
98
$8.01M 0.17%
188,791
+70,526
99
$7.97M 0.17%
91,005
+877
100
$7.8M 0.17%
98,022
+766
2 3
4
5 6