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
State Street Energy Select Sector SPDR ETF
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
201
$2.96M 0.06%
31,553
+3,419
202
$2.92M 0.06%
15,925
-364
203
$2.91M 0.06%
39,950
-932
204
$2.91M 0.06%
60,373
+22,943
205
$2.91M 0.06%
12,276
+1,836
206
$2.9M 0.06%
33,921
+209
207
$2.87M 0.06%
273,051
+21,967
208
$2.84M 0.06%
13,030
-763
209
$2.82M 0.06%
72,222
+4,383
210
$2.81M 0.06%
50,686
+9,391
211
$2.78M 0.06%
54,379
-2,791
212
$2.7M 0.06%
69,482
+2,947
213
$2.68M 0.06%
+156,725
214
$2.67M 0.06%
20,711
+496
215
$2.67M 0.06%
32,823
-1,703
216
$2.62M 0.06%
38,504
217
$2.6M 0.06%
45,222
-98
218
$2.6M 0.06%
125,007
-4,126
219
$2.59M 0.06%
40,183
-3,429
220
$2.59M 0.06%
20,386
+304
221
$2.58M 0.05%
47,137
222
$2.57M 0.05%
51,981
+2,160
223
$2.57M 0.05%
32,517
+1,242
224
$2.55M 0.05%
33,451
-3,322
225
$2.5M 0.05%
35,434
+595
7 8
9
10 11