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
351
$1.23M 0.03%
75,149
-524
352
$1.23M 0.03%
8,939
-381
353
$1.22M 0.03%
6,615
+2,139
354
$1.21M 0.03%
63,484
+14,424
355
$1.21M 0.03%
26,240
+1,029
356
$1.21M 0.03%
15,825
+2
357
$1.21M 0.03%
11,990
358
$1.19M 0.03%
11,051
359
$1.19M 0.03%
35,079
+4,713
360
$1.17M 0.03%
61,824
-194
361
$1.17M 0.03%
59,358
362
$1.16M 0.03%
16,613
+985
363
$1.16M 0.03%
55,681
-621
364
$1.16M 0.03%
20,435
-3,513
365
$1.16M 0.03%
24,752
+130
366
$1.16M 0.03%
100,792
+1,112
367
$1.15M 0.02%
24,023
+5,246
368
$1.15M 0.02%
34,286
-3,306
369
$1.14M 0.02%
13,446
+32
370
$1.14M 0.02%
66,929
+344
371
$1.13M 0.02%
46,732
+13,629
372
$1.12M 0.02%
22,519
-1,048
373
$1.11M 0.02%
48,752
+8,472
374
$1.11M 0.02%
19,785
-685
375
$1.11M 0.02%
11,881
-2,795
13 14
15
16 17