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
651
$380K 0.01%
6,801
-200
652
$379K 0.01%
5,785
+31
653
$378K 0.01%
2,351
+104
654
$377K 0.01%
7,775
+750
655
$372K 0.01%
8,284
-531
656
$371K 0.01%
1,670
+109
657
$370K 0.01%
6,647
+91
658
$370K 0.01%
6,148
+438
659
$370K 0.01%
18,037
+13
660
$369K 0.01%
6,770
-234
661
$369K 0.01%
31,734
662
$365K 0.01%
8,867
663
$364K 0.01%
7,479
664
$364K 0.01%
6,512
+612
665
$364K 0.01%
5,174
666
$363K 0.01%
9,849
-1,866
667
$362K 0.01%
6,244
-6,723
668
$360K 0.01%
17,539
-102
669
$359K 0.01%
42,193
+20,000
670
$359K 0.01%
25,725
+535
671
$358K 0.01%
3,210
672
$357K 0.01%
9,978
-94
673
$356K 0.01%
11,502
674
$355K 0.01%
5,856
-4,470
675
$354K 0.01%
17,259
+1,200
25 26
27
28 29