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
626
$430K 0.01%
+10,081
627
$428K 0.01%
12,194
628
$423K 0.01%
14,931
629
$422K 0.01%
4,660
-228
630
$420K 0.01%
37,812
+86
631
$420K 0.01%
5,040
-2,517
632
$418K 0.01%
15,406
-2,500
633
$416K 0.01%
7,432
634
$412K 0.01%
22,906
+1,150
635
$411K 0.01%
17,196
636
$410K 0.01%
7,643
+394
637
$410K 0.01%
14,373
638
$408K 0.01%
6,029
-121
639
$408K 0.01%
10,433
-625
640
$407K 0.01%
6,124
-2,440
641
$407K 0.01%
17,512
-1,368
642
$406K 0.01%
9,797
643
$403K 0.01%
11,769
-86
644
$399K 0.01%
7,805
+2,141
645
$398K 0.01%
6,709
646
$394K 0.01%
13,105
-3,770
647
$392K 0.01%
6,199
-186
648
$390K 0.01%
+15,026
649
$389K 0.01%
13,684
+2,014
650
$385K 0.01%
12,689
+272
24 25
26
27 28