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
51
$14.9M 0.32%
189,579
+19,811
52
$14.6M 0.32%
208,896
+938
53
$14.1M 0.31%
120,969
-8,086
54
$14.1M 0.31%
76,475
-2,574
55
$14.1M 0.31%
270,833
-4,294
56
$13.3M 0.29%
363,696
-244
57
$13.3M 0.29%
225,361
-8,397
58
$13M 0.28%
176,458
+2,273
59
$12.8M 0.28%
147,113
-6,357
60
$12.6M 0.27%
503,076
+508
61
$12.3M 0.27%
227,950
+459
62
$12M 0.26%
151,703
+22,242
63
$12M 0.26%
310,472
+6,247
64
$11.9M 0.26%
391,982
-8,766
65
$11.9M 0.26%
186,478
+257
66
$11.8M 0.26%
220,509
+15,246
67
$11.3M 0.24%
216,102
-458
68
$10.9M 0.24%
486,368
+8,616
69
$10.9M 0.24%
228,112
+5,371
70
$10.7M 0.23%
274,760
-27,376
71
$10.4M 0.23%
91,751
+1,338
72
$10.4M 0.23%
192,145
-2,664
73
$10.4M 0.22%
151,927
+4,342
74
$10.3M 0.22%
82,000
+16,361
75
$10.1M 0.22%
138,364
-3,856
1 2
3
4 5