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
401
$995K 0.02%
12,798
-320
402
$993K 0.02%
36,205
+4,450
403
$978K 0.02%
65,782
-9
404
$971K 0.02%
22,690
+3,176
405
$971K 0.02%
14,032
+490
406
$970K 0.02%
31,367
+84
407
$957K 0.02%
12,771
-143
408
$956K 0.02%
8,974
+189
409
$953K 0.02%
14,821
-58
410
$937K 0.02%
+61,425
411
$927K 0.02%
11,152
+379
412
$921K 0.02%
8,634
+1,438
413
$921K 0.02%
61,931
+11,974
414
$918K 0.02%
41,740
+3,422
415
$916K 0.02%
74,308
+16,080
416
$915K 0.02%
18,095
-1,945
417
$910K 0.02%
34,062
-1,586
418
$900K 0.02%
11,082
-535
419
$893K 0.02%
5,573
+723
420
$882K 0.02%
1,480
+14
421
$878K 0.02%
35,022
+1,639
422
$874K 0.02%
5,866
423
$868K 0.02%
6,386
+6
424
$865K 0.02%
10,852
+24
425
$857K 0.02%
18,740
+7,974
15 16
17
18 19