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
751
$279K 0.01%
14,426
+1,125
752
$278K 0.01%
4,430
753
$277K 0.01%
13,861
-595
754
$275K 0.01%
4,680
+528
755
$275K 0.01%
2,818
-81
756
$274K 0.01%
+5,684
757
$273K 0.01%
14,161
-125
758
$273K 0.01%
2,552
759
$272K 0.01%
3,924
-29
760
$271K 0.01%
19,017
761
$271K 0.01%
+7,356
762
$269K 0.01%
4,826
-122
763
$268K 0.01%
11,308
+413
764
$265K 0.01%
3,079
+124
765
$265K 0.01%
3,790
766
$264K 0.01%
4,247
-6
767
$263K 0.01%
+4,465
768
$262K 0.01%
9,919
-1,428
769
$262K 0.01%
5,375
-566
770
$261K 0.01%
3,326
-9
771
$261K 0.01%
2,565
772
$261K 0.01%
15,169
-1,203
773
$260K 0.01%
+40,410
774
$260K 0.01%
580,880
-84,680
775
$260K 0.01%
2,840
+840
29 30
31
32 33