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
126
$3.78M 0.09%
10,937
-97
127
$3.75M 0.09%
54,764
+1,241
128
$3.75M 0.09%
29,686
+1,130
129
$3.73M 0.09%
54,365
+1,685
130
$3.69M 0.09%
57,617
+1,668
131
$3.61M 0.09%
37,043
+1,315
132
$3.58M 0.09%
75,699
-886
133
$3.57M 0.09%
191,184
134
$3.54M 0.09%
48,610
-3,057
135
$3.46M 0.09%
105,145
136
$3.4M 0.09%
38,182
+980
137
$3.38M 0.08%
107,725
-8,846
138
$3.36M 0.08%
76,449
+3,831
139
$3.29M 0.08%
81,124
+1,496
140
$3.26M 0.08%
29,360
+3,446
141
$3.26M 0.08%
83,424
142
$3.22M 0.08%
17,964
+305
143
$3.21M 0.08%
65,994
144
$3.21M 0.08%
10,257
+288
145
$3.14M 0.08%
46,690
+4,573
146
$3.13M 0.08%
+25,602
147
$3.09M 0.08%
40,234
148
$3.08M 0.08%
92,397
-1,060
149
$2.98M 0.07%
177,734
-392
150
$2.97M 0.07%
23,642
-2,160
4 5
6
7 8