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
426
$856K 0.02%
21,640
-675
427
$853K 0.02%
15,009
+1,166
428
$852K 0.02%
5,895
-1,522
429
$851K 0.02%
9,837
+1,892
430
$849K 0.02%
87,870
+15,294
431
$847K 0.02%
218,826
432
$841K 0.02%
6,769
-300
433
$834K 0.02%
6,172
434
$830K 0.02%
16,115
+220
435
$825K 0.02%
59,355
+4,215
436
$818K 0.02%
15,076
+584
437
$815K 0.02%
11,006
+1,739
438
$814K 0.02%
15,008
-290
439
$812K 0.02%
55,461
+5,730
440
$808K 0.02%
1,504
441
$806K 0.02%
15,911
+618
442
$806K 0.02%
13,896
+4,498
443
$804K 0.02%
26,858
+1,533
444
$802K 0.02%
10,875
+483
445
$802K 0.02%
9,680
446
$796K 0.02%
7,098
447
$795K 0.02%
21,950
+200
448
$793K 0.02%
7,695
+127
449
$790K 0.02%
14,822
-1,780
450
$788K 0.02%
9,903
+825
16 17
18
19 20