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
301
$1.5M 0.03%
21,150
+315
302
$1.5M 0.03%
36,723
+383
303
$1.49M 0.03%
17,507
+95
304
$1.49M 0.03%
13,491
-3,501
305
$1.47M 0.03%
41,724
-724
306
$1.46M 0.03%
8,685
-32
307
$1.46M 0.03%
19,459
+2,253
308
$1.46M 0.03%
30,011
+71
309
$1.46M 0.03%
36,315
+464
310
$1.45M 0.03%
37,188
-115
311
$1.43M 0.03%
31,302
312
$1.42M 0.03%
17,919
+529
313
$1.42M 0.03%
21,004
314
$1.41M 0.03%
58,991
+6,137
315
$1.41M 0.03%
61,393
-892
316
$1.41M 0.03%
37,165
+3,020
317
$1.41M 0.03%
19,099
+148
318
$1.4M 0.03%
14,139
+710
319
$1.38M 0.03%
12,184
+1,289
320
$1.38M 0.03%
94,023
-4,772
321
$1.37M 0.03%
20,511
-5,315
322
$1.37M 0.03%
11,951
+362
323
$1.36M 0.03%
10,391
+1,715
324
$1.36M 0.03%
15,019
+504
325
$1.36M 0.03%
76,921
+80
11 12
13
14 15