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
576
$522K 0.01%
30,600
577
$520K 0.01%
65,241
+841
578
$519K 0.01%
4,135
-78
579
$512K 0.01%
44,162
+2,569
580
$512K 0.01%
9,474
-136
581
$511K 0.01%
+9,786
582
$511K 0.01%
12,421
-17,812
583
$511K 0.01%
4,761
584
$509K 0.01%
12,729
585
$508K 0.01%
7,382
-1,676
586
$505K 0.01%
15,364
-1,375
587
$504K 0.01%
7,434
-3,659
588
$499K 0.01%
14,322
+187
589
$498K 0.01%
7,458
590
$496K 0.01%
9,171
591
$495K 0.01%
71,056
592
$493K 0.01%
6,967
+400
593
$493K 0.01%
11,734
+1,935
594
$492K 0.01%
14,420
-160
595
$492K 0.01%
13,379
-10,010
596
$489K 0.01%
12,511
597
$487K 0.01%
9,186
-1
598
$485K 0.01%
52,732
-828
599
$483K 0.01%
2,049
-1
600
$481K 0.01%
21,116
-13,024
22 23
24
25 26