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
151
$4.74M 0.1%
215,705
-6,500
152
$4.72M 0.1%
37,645
+38
153
$4.72M 0.1%
73,820
-3,697
154
$4.65M 0.1%
130,975
-61,996
155
$4.59M 0.1%
32,678
-468
156
$4.59M 0.1%
15,333
157
$4.47M 0.09%
27,679
+267
158
$4.45M 0.09%
34,902
-27,693
159
$4.38M 0.09%
33,371
+110
160
$4.37M 0.09%
186,164
+4,972
161
$4.2M 0.09%
109,416
+23,966
162
$4.18M 0.09%
39,473
+14,165
163
$4.14M 0.09%
41,825
-2,289
164
$4.13M 0.09%
82,680
-11,919
165
$4.11M 0.09%
40,466
-4,831
166
$4.08M 0.09%
22,293
+32
167
$4.04M 0.09%
43,351
+2
168
$4.01M 0.09%
50,199
-449
169
$3.87M 0.08%
55,334
-300
170
$3.73M 0.08%
3,223
+368
171
$3.73M 0.08%
84,472
-500
172
$3.69M 0.08%
32,768
+1,328
173
$3.68M 0.08%
102,260
-146
174
$3.66M 0.08%
86,540
-1,668
175
$3.66M 0.08%
20,541
-939
5 6
7
8 9