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
601
$479K 0.01%
9,185
-470
602
$478K 0.01%
8,643
603
$474K 0.01%
22,302
+1,242
604
$470K 0.01%
2,764
605
$470K 0.01%
16,320
606
$469K 0.01%
+6,667
607
$467K 0.01%
6,871
608
$467K 0.01%
3,435
609
$465K 0.01%
7,160
+2,160
610
$460K 0.01%
3,289
+132
611
$457K 0.01%
16,124
-3,324
612
$455K 0.01%
+36,995
613
$455K 0.01%
+11,003
614
$455K 0.01%
3,651
615
$454K 0.01%
4,290
-6,640
616
$452K 0.01%
7,978
+220
617
$452K 0.01%
12,771
-1,812
618
$449K 0.01%
+10,540
619
$448K 0.01%
31,695
+7,500
620
$444K 0.01%
5,544
621
$441K 0.01%
2,358
-8,616
622
$438K 0.01%
16,000
623
$437K 0.01%
6,684
-15,221
624
$435K 0.01%
2,930
-9
625
$430K 0.01%
+4,485
23 24
25
26 27