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
$3.99B
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.13M
3
+$2.67M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.19M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.24M

Top Sells

1
+$17.4M
2
+$12M
3
+$9.7M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.41M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$8.19M

Sector Composition

1 Energy 5.08%
2 Financials 4.45%
3 Healthcare 4.16%
4 Consumer Staples 3.9%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.25M 0.21%
340,011
+109,863
77
$8.24M 0.21%
55,895
+2,797
78
$8.02M 0.2%
184,450
+1,040
79
$7.99M 0.2%
205,620
+8,520
80
$7.91M 0.2%
181,003
+10,138
81
$7.67M 0.19%
58,357
+1,965
82
$7.61M 0.19%
146,442
+2,978
83
$7.13M 0.18%
318,826
-4,126
84
$7.04M 0.18%
67,585
85
$6.86M 0.17%
85,162
-81
86
$6.46M 0.16%
43,384
-27,778
87
$6.39M 0.16%
61,012
-38,839
88
$6.38M 0.16%
55,322
+1,328
89
$6.33M 0.16%
53,278
-1,791
90
$6.32M 0.16%
192,319
-31
91
$6.28M 0.16%
60,046
+1,712
92
$6.18M 0.15%
165,046
-2,376
93
$6.11M 0.15%
134,452
+10,093
94
$6.01M 0.15%
130,488
+3,000
95
$5.87M 0.15%
61,205
96
$5.87M 0.15%
96,380
-12,194
97
$5.86M 0.15%
70,824
+4,148
98
$5.85M 0.15%
148,841
+10,112
99
$5.82M 0.15%
137,511
+6,531
100
$5.79M 0.14%
139,514
-12,643
2 3
4
5 6