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
276
$1.73M 0.04%
21,449
+3,300
277
$1.72M 0.04%
28,934
-2,614
278
$1.72M 0.04%
48,390
279
$1.72M 0.04%
22,562
+537
280
$1.72M 0.04%
26,133
-2,883
281
$1.69M 0.04%
61,762
+1,608
282
$1.68M 0.04%
36,930
+1,790
283
$1.67M 0.04%
19,014
+76
284
$1.65M 0.04%
15,791
+275
285
$1.65M 0.04%
19,377
+280
286
$1.65M 0.04%
17,829
-8,246
287
$1.61M 0.04%
19,803
+116
288
$1.6M 0.03%
31,469
+991
289
$1.6M 0.03%
35,949
-2,966
290
$1.59M 0.03%
10,472
-1,626
291
$1.57M 0.03%
19,103
+28
292
$1.56M 0.03%
77,016
-669
293
$1.54M 0.03%
52,268
294
$1.54M 0.03%
27,464
+805
295
$1.54M 0.03%
38,347
+11,051
296
$1.54M 0.03%
5,117
-72
297
$1.53M 0.03%
26,377
+165
298
$1.53M 0.03%
36,128
-642
299
$1.52M 0.03%
13,764
300
$1.52M 0.03%
27,183
-924
10 11
12
13 14