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
526
$606K 0.01%
13,200
-1,217
527
$597K 0.01%
10,069
-572
528
$596K 0.01%
19,025
-1,992
529
$596K 0.01%
25,236
+4,300
530
$596K 0.01%
8,580
-100
531
$594K 0.01%
11,956
+1,247
532
$592K 0.01%
7,444
+95
533
$589K 0.01%
13,082
-710
534
$586K 0.01%
3,959
+60
535
$584K 0.01%
34,617
+1,300
536
$583K 0.01%
9,380
-642
537
$581K 0.01%
29,224
+11
538
$581K 0.01%
8,217
-163
539
$580K 0.01%
11,194
540
$576K 0.01%
77,900
541
$574K 0.01%
10,606
+125
542
$573K 0.01%
7,844
-1,605
543
$572K 0.01%
9,104
+97
544
$568K 0.01%
16,947
+1,799
545
$566K 0.01%
34,527
+644
546
$564K 0.01%
9,585
-115
547
$562K 0.01%
474
-13
548
$561K 0.01%
6,512
+100
549
$561K 0.01%
2,658
+1,478
550
$559K 0.01%
69,224
20 21
22
23 24