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
176
$3.59M 0.08%
29,514
+541
177
$3.58M 0.08%
96,056
+31,710
178
$3.54M 0.08%
12,854
179
$3.47M 0.07%
33,657
-320
180
$3.47M 0.07%
28,120
+40
181
$3.44M 0.07%
53,094
-323
182
$3.43M 0.07%
53,174
-1,998
183
$3.41M 0.07%
38,367
+3,084
184
$3.4M 0.07%
54,267
-1,185
185
$3.39M 0.07%
123,313
+1,875
186
$3.39M 0.07%
54,705
-905
187
$3.37M 0.07%
89,763
-8,975
188
$3.28M 0.07%
48,051
+155
189
$3.27M 0.07%
71,584
+2,550
190
$3.26M 0.07%
136,850
-5,622
191
$3.19M 0.07%
99,997
+5,000
192
$3.14M 0.07%
107,276
-2,732
193
$3.14M 0.07%
+72,072
194
$3.09M 0.07%
86,493
+463
195
$3.07M 0.07%
43,255
+1,243
196
$3.06M 0.07%
85,870
-2,454
197
$3.05M 0.06%
89,134
+2,000
198
$3.02M 0.06%
101,964
-3,366
199
$3M 0.06%
26,910
-5,812
200
$2.98M 0.06%
105,145
6 7
8
9 10