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
126
$6.02M 0.13%
115,229
+2,437
127
$6.01M 0.13%
67,170
128
$5.95M 0.13%
171,981
+10,200
129
$5.94M 0.13%
149,626
-188
130
$5.81M 0.12%
137,588
+6,280
131
$5.76M 0.12%
17,409
+662
132
$5.71M 0.12%
62,045
-2,907
133
$5.67M 0.12%
135,563
-6,935
134
$5.66M 0.12%
109,755
-174
135
$5.41M 0.12%
46,580
+1,486
136
$5.39M 0.11%
75,006
+1,801
137
$5.35M 0.11%
62,032
-484
138
$5.26M 0.11%
60,775
+3,471
139
$5.26M 0.11%
153,341
+49,646
140
$5.22M 0.11%
53,160
+4,374
141
$5.18M 0.11%
116,052
-70
142
$5.15M 0.11%
74,489
-485
143
$4.98M 0.11%
30,044
+19,391
144
$4.88M 0.1%
135,106
-66,695
145
$4.84M 0.1%
77,214
-3,892
146
$4.82M 0.1%
345,857
-8,189
147
$4.82M 0.1%
59,021
-579
148
$4.8M 0.1%
48,569
+4,180
149
$4.78M 0.1%
133,011
+691
150
$4.75M 0.1%
48,006
+860
4 5
6
7 8