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
451
$782K 0.02%
4,761
-161
452
$774K 0.02%
17,300
+103
453
$774K 0.02%
10,824
+64
454
$770K 0.02%
35,208
-2,580
455
$770K 0.02%
15,767
+1
456
$766K 0.02%
17,974
-1,480
457
$765K 0.02%
15,088
+72
458
$765K 0.02%
11,374
-259
459
$761K 0.02%
12,838
-471
460
$760K 0.02%
10,986
-2,200
461
$760K 0.02%
13,990
-1,122
462
$756K 0.02%
8,498
+1,543
463
$754K 0.02%
86,167
+7,235
464
$751K 0.02%
17,534
-18
465
$750K 0.02%
54,061
+9,900
466
$746K 0.02%
14,109
+111
467
$742K 0.02%
18,800
-20,795
468
$737K 0.02%
18,519
+4,214
469
$734K 0.02%
32,265
470
$730K 0.02%
5,914
+474
471
$730K 0.02%
11,125
-520
472
$729K 0.02%
14,901
+6,981
473
$728K 0.02%
20,286
+16
474
$727K 0.02%
3,532
+127
475
$724K 0.02%
26,942
+345
17 18
19
20 21