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
101
$7.75M 0.16%
82,839
-54
102
$7.74M 0.16%
176,634
-487
103
$7.69M 0.16%
167,463
+4,510
104
$7.54M 0.16%
63,646
+637
105
$7.48M 0.16%
81,638
-470
106
$7.47M 0.16%
112,086
-5,266
107
$7.19M 0.15%
282,228
-5,619
108
$7.17M 0.15%
66,160
-16,393
109
$6.98M 0.15%
130,828
+3,420
110
$6.95M 0.15%
139,449
-194
111
$6.87M 0.15%
179,538
-6,065
112
$6.84M 0.15%
128,609
-1,233
113
$6.82M 0.14%
71,878
+1,062
114
$6.81M 0.14%
334,762
+15,295
115
$6.69M 0.14%
126,079
+1,699
116
$6.68M 0.14%
142,711
-40,289
117
$6.67M 0.14%
413,560
-5,100
118
$6.61M 0.14%
83,652
+1,197
119
$6.6M 0.14%
33,322
-55
120
$6.5M 0.14%
125,332
+18,433
121
$6.37M 0.14%
153,058
+107
122
$6.28M 0.13%
71,251
-72
123
$6.17M 0.13%
125,232
-14,260
124
$6.09M 0.13%
+254,127
125
$6.04M 0.13%
46,378
+24,950
3 4
5
6 7