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
551
$558K 0.01%
18,484
-425
552
$556K 0.01%
20,367
553
$553K 0.01%
10,445
-835
554
$551K 0.01%
22,070
555
$551K 0.01%
23,298
-284
556
$550K 0.01%
21,277
+1
557
$549K 0.01%
9,701
-255
558
$548K 0.01%
11,782
+3,593
559
$547K 0.01%
7,097
+493
560
$547K 0.01%
47,938
+642
561
$547K 0.01%
12,140
-114
562
$545K 0.01%
8,333
+2,726
563
$542K 0.01%
7,945
564
$539K 0.01%
18,381
+88
565
$539K 0.01%
8,727
-456
566
$538K 0.01%
18,843
+3,385
567
$537K 0.01%
+35,029
568
$531K 0.01%
15,366
569
$529K 0.01%
9,023
-60
570
$524K 0.01%
8,200
+5,700
571
$524K 0.01%
17,475
+2,061
572
$524K 0.01%
11,660
-211
573
$523K 0.01%
10,275
574
$523K 0.01%
48,588
+839
575
$522K 0.01%
20,249
+3,172
21 22
23
24 25