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
476
$721K 0.02%
10,887
477
$720K 0.02%
7,709
-50
478
$719K 0.02%
14,811
479
$712K 0.02%
5,859
480
$708K 0.02%
14,642
+338
481
$707K 0.02%
4,571
+841
482
$706K 0.02%
21,650
+3,839
483
$706K 0.02%
7,249
484
$703K 0.02%
1,653
485
$693K 0.02%
47,740
486
$693K 0.02%
8,913
+135
487
$693K 0.02%
7,127
-164
488
$693K 0.02%
41,092
-3,850
489
$684K 0.01%
14,696
+119
490
$683K 0.01%
20,172
+460
491
$678K 0.01%
20,902
+308
492
$671K 0.01%
20,944
+4
493
$669K 0.01%
11,687
-100
494
$663K 0.01%
10,641
-364
495
$659K 0.01%
118,049
+1,827
496
$657K 0.01%
35,424
-310
497
$655K 0.01%
25,351
+1,400
498
$653K 0.01%
15,839
-15,028
499
$653K 0.01%
17,672
-2,253
500
$651K 0.01%
5,914
-41
18 19
20
21 22