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
201
$2.08M 0.05%
88,406
202
$2.04M 0.05%
12,638
+395
203
$2.03M 0.05%
28,764
+441
204
$2.01M 0.05%
25,125
+52
205
$2.01M 0.05%
11,287
-58
206
$2M 0.05%
14,623
207
$1.98M 0.05%
15,624
+593
208
$1.93M 0.05%
17,068
+958
209
$1.93M 0.05%
31,601
+1,444
210
$1.91M 0.05%
30,160
+3,692
211
$1.87M 0.05%
19,298
+1,511
212
$1.87M 0.05%
13,724
+218
213
$1.86M 0.05%
107,850
+9,830
214
$1.83M 0.05%
22,680
+864
215
$1.81M 0.05%
63,999
+3,740
216
$1.79M 0.04%
73,888
+2,490
217
$1.76M 0.04%
21,534
+1,641
218
$1.76M 0.04%
15,332
+453
219
$1.75M 0.04%
39,013
+1,161
220
$1.73M 0.04%
13,463
-267
221
$1.7M 0.04%
53,378
+11,176
222
$1.69M 0.04%
55,163
-1,085
223
$1.68M 0.04%
51,179
+1,730
224
$1.67M 0.04%
60,472
+5,371
225
$1.66M 0.04%
12,196
+2,722
7 8
9
10 11