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
$4.58B
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.59M
3
+$2.18M
4
GE icon
GE Aerospace
GE
+$2.17M
5
BA icon
Boeing
BA
+$2.05M

Top Sells

1
+$17M
2
+$10.8M
3
+$5.19M
4
C icon
Citigroup
C
+$5.04M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.87M

Sector Composition

1 Energy 8.87%
2 Consumer Staples 7.33%
3 Financials 6.09%
4 Healthcare 4.36%
5 Industrials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.96M 0.04%
19,731
-1,891
252
$1.96M 0.04%
32,472
-4,110
253
$1.93M 0.04%
21,585
-303
254
$1.93M 0.04%
35,688
+26
255
$1.92M 0.04%
19,840
-2,772
256
$1.92M 0.04%
30,622
-2,097
257
$1.92M 0.04%
122,886
+21,511
258
$1.92M 0.04%
39,375
+9
259
$1.91M 0.04%
35,273
-1,748
260
$1.9M 0.04%
59,118
+21,730
261
$1.86M 0.04%
43,720
+11,900
262
$1.83M 0.04%
66,849
-13,103
263
$1.83M 0.04%
42,323
+759
264
$1.82M 0.04%
183,645
265
$1.8M 0.04%
23,888
-4,005
266
$1.79M 0.04%
54,190
+2,433
267
$1.79M 0.04%
26,721
+233
268
$1.77M 0.04%
30,599
+559
269
$1.77M 0.04%
43,532
-436
270
$1.76M 0.04%
25,269
-1,918
271
$1.75M 0.04%
34,563
-6,771
272
$1.75M 0.04%
21,352
+36
273
$1.75M 0.04%
72,379
+325
274
$1.75M 0.04%
17,663
-4,199
275
$1.74M 0.04%
44,843
9 10
11
12 13