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
726
$303K 0.01%
6,474
+322
727
$302K 0.01%
2,785
-141
728
$301K 0.01%
+8,066
729
$301K 0.01%
+8,023
730
$300K 0.01%
5,413
731
$299K 0.01%
1,497
-29
732
$299K 0.01%
+2,565
733
$296K 0.01%
+5,569
734
$294K 0.01%
12,181
+800
735
$293K 0.01%
+9,145
736
$291K 0.01%
+11,234
737
$291K 0.01%
13,724
738
$291K 0.01%
5,746
-5
739
$290K 0.01%
+21,600
740
$290K 0.01%
6,858
741
$289K 0.01%
5,411
-51
742
$289K 0.01%
+33,526
743
$288K 0.01%
5,070
+310
744
$284K 0.01%
26,304
745
$282K 0.01%
455
-20
746
$282K 0.01%
8,950
+1,400
747
$281K 0.01%
10,548
748
$280K 0.01%
6,366
+1,618
749
$279K 0.01%
3,846
-38
750
$279K 0.01%
6,961
-730
28 29
30
31 32