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
176
$2.37M 0.06%
44,223
+582
177
$2.35M 0.06%
194,446
-3,792
178
$2.32M 0.06%
29,114
+988
179
$2.31M 0.06%
56,433
+1,103
180
$2.3M 0.06%
111,662
-9,961
181
$2.28M 0.06%
14,348
+1,305
182
$2.26M 0.06%
18,070
+234
183
$2.25M 0.06%
21,538
+604
184
$2.24M 0.06%
178,363
+1,359
185
$2.23M 0.06%
29,613
+361
186
$2.23M 0.06%
18,422
+278
187
$2.21M 0.06%
20,345
+593
188
$2.2M 0.06%
97,538
-51,904
189
$2.19M 0.05%
+66,896
190
$2.18M 0.05%
36,671
+3,021
191
$2.17M 0.05%
46,108
+76
192
$2.16M 0.05%
30,820
+1,744
193
$2.16M 0.05%
33,848
+799
194
$2.16M 0.05%
12,298
-247
195
$2.15M 0.05%
68,248
-790
196
$2.15M 0.05%
23,982
+635
197
$2.14M 0.05%
39,314
+1,153
198
$2.11M 0.05%
27,463
-56
199
$2.09M 0.05%
35,275
+5,994
200
$2.09M 0.05%
17,918
+557
6 7
8
9 10