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
501
$650K 0.01%
13,988
-25
502
$649K 0.01%
7,749
+76
503
$644K 0.01%
21,674
-14,640
504
$644K 0.01%
14,469
-569
505
$642K 0.01%
116,730
-38,000
506
$640K 0.01%
9,777
-25
507
$639K 0.01%
18,000
-1,176
508
$639K 0.01%
13,023
+37
509
$636K 0.01%
10,934
+390
510
$635K 0.01%
18,459
+2,206
511
$634K 0.01%
7,810
-1,128
512
$633K 0.01%
7,292
+1,266
513
$633K 0.01%
13,003
+1,517
514
$630K 0.01%
6,461
-872
515
$625K 0.01%
7,410
-1,103
516
$625K 0.01%
5,808
+22
517
$623K 0.01%
28,546
-144
518
$622K 0.01%
11,410
-9,616
519
$620K 0.01%
18,761
+1,949
520
$619K 0.01%
20,048
-328
521
$619K 0.01%
10,475
522
$617K 0.01%
4,620
-323
523
$616K 0.01%
11,604
+1,383
524
$607K 0.01%
16,418
-42
525
$607K 0.01%
11,606
+5,675
19 20
21
22 23