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
701
$325K 0.01%
6,821
-223
702
$325K 0.01%
3,848
-1,167
703
$325K 0.01%
4,530
704
$324K 0.01%
2,820
+569
705
$321K 0.01%
26,500
-1,500
706
$320K 0.01%
4,645
-253
707
$320K 0.01%
11,188
-1,628
708
$318K 0.01%
5,304
+3
709
$317K 0.01%
2,754
710
$317K 0.01%
9,569
-115
711
$317K 0.01%
6,450
-1,200
712
$314K 0.01%
58,882
+9,814
713
$311K 0.01%
25,194
+5,760
714
$311K 0.01%
10,753
+1,191
715
$310K 0.01%
8,011
+9
716
$310K 0.01%
7,182
+14
717
$308K 0.01%
20,644
-400
718
$308K 0.01%
5,571
-2,715
719
$308K 0.01%
6,125
-5,173
720
$307K 0.01%
22,600
721
$306K 0.01%
4,185
722
$306K 0.01%
3,367
+11
723
$305K 0.01%
6,878
+2,773
724
$304K 0.01%
4,870
+704
725
$304K 0.01%
6,750
+500
27 28
29
30 31