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
376
$1.1M 0.02%
35,008
+9,443
377
$1.1M 0.02%
19,192
+3,234
378
$1.1M 0.02%
21,170
-97
379
$1.09M 0.02%
25,443
380
$1.09M 0.02%
15,165
-1,784
381
$1.09M 0.02%
20,076
+163
382
$1.09M 0.02%
9,069
-7,904
383
$1.08M 0.02%
+12,000
384
$1.07M 0.02%
14,813
-1,536
385
$1.07M 0.02%
21,761
-30
386
$1.07M 0.02%
13,133
-7
387
$1.06M 0.02%
29,991
-2,968
388
$1.06M 0.02%
23,214
+16,200
389
$1.05M 0.02%
+11,883
390
$1.04M 0.02%
5,621
-55
391
$1.04M 0.02%
33,004
+938
392
$1.04M 0.02%
50,914
-6,108
393
$1.02M 0.02%
17,456
-1,451
394
$1.02M 0.02%
12,514
-282
395
$1.01M 0.02%
10,044
-685
396
$1.01M 0.02%
35,670
-1,502
397
$1M 0.02%
9,909
-778
398
$999K 0.02%
19,911
+15
399
$998K 0.02%
8,448
-50
400
$997K 0.02%
21,061
+5,358
14 15
16
17 18