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
326
$1.36M 0.03%
36,769
+506
327
$1.35M 0.03%
35,386
+1,643
328
$1.34M 0.03%
7,185
+351
329
$1.34M 0.03%
218,797
+115,971
330
$1.34M 0.03%
14,612
+1,594
331
$1.33M 0.03%
+46,258
332
$1.32M 0.03%
15,888
-9,636
333
$1.32M 0.03%
5,207
-1,105
334
$1.31M 0.03%
39,250
-312
335
$1.3M 0.03%
30,981
+471
336
$1.3M 0.03%
39,482
337
$1.29M 0.03%
36,190
-1,725
338
$1.29M 0.03%
11,500
339
$1.29M 0.03%
11,932
+119
340
$1.28M 0.03%
43,841
+191
341
$1.28M 0.03%
20,758
-1,182
342
$1.26M 0.03%
55,320
343
$1.26M 0.03%
91,490
344
$1.26M 0.03%
27,408
-1,011
345
$1.26M 0.03%
23,660
+1,118
346
$1.25M 0.03%
43,597
347
$1.24M 0.03%
144,807
-5
348
$1.24M 0.03%
18,864
-1,023
349
$1.24M 0.03%
97,740
-4,160
350
$1.24M 0.03%
9,916
+7
12 13
14
15 16