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
676
$351K 0.01%
3,882
677
$350K 0.01%
9,395
678
$349K 0.01%
4,100
679
$348K 0.01%
16,622
680
$348K 0.01%
7,136
681
$348K 0.01%
11,437
-15,000
682
$347K 0.01%
5,755
683
$346K 0.01%
11,366
684
$344K 0.01%
3,175
-70
685
$342K 0.01%
7,278
686
$341K 0.01%
4,752
+55
687
$340K 0.01%
2,579
+87
688
$340K 0.01%
5,155
-609
689
$339K 0.01%
6,790
-2,575
690
$339K 0.01%
5,441
+2,567
691
$338K 0.01%
7,360
+102
692
$338K 0.01%
3,205
+243
693
$337K 0.01%
4,488
+911
694
$334K 0.01%
7,340
+321
695
$333K 0.01%
9,000
696
$330K 0.01%
12,706
-3,700
697
$329K 0.01%
3,227
-247
698
$328K 0.01%
2,914
-86
699
$327K 0.01%
12,317
+380
700
$327K 0.01%
5,350
26 27
28
29 30