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
151
$2.95M 0.07%
61,736
-773
152
$2.93M 0.07%
78,448
-914
153
$2.87M 0.07%
35,592
+2,594
154
$2.85M 0.07%
55,528
+1,586
155
$2.84M 0.07%
42,226
+789
156
$2.84M 0.07%
52,399
+4,093
157
$2.82M 0.07%
21,403
+865
158
$2.81M 0.07%
23,446
+568
159
$2.78M 0.07%
184,999
-6,587
160
$2.77M 0.07%
38,430
+1,232
161
$2.73M 0.07%
23,527
-559
162
$2.68M 0.07%
73,074
-1,250
163
$2.61M 0.07%
53,289
+537
164
$2.54M 0.06%
51,481
-107
165
$2.51M 0.06%
14,357
+321
166
$2.51M 0.06%
1,703
+130
167
$2.5M 0.06%
28,116
+2,523
168
$2.46M 0.06%
27,835
+1,674
169
$2.45M 0.06%
61,585
-30
170
$2.45M 0.06%
82,736
-267
171
$2.44M 0.06%
10,933
-694
172
$2.42M 0.06%
10,484
+1,262
173
$2.41M 0.06%
34,687
-5,181
174
$2.39M 0.06%
31,923
+1,159
175
$2.38M 0.06%
6,577
+233
5 6
7
8 9