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
776
$259K 0.01%
3,794
777
$258K 0.01%
5,134
+235
778
$258K 0.01%
5,756
-87
779
$254K 0.01%
8,193
-332
780
$253K 0.01%
14,359
781
$252K 0.01%
8,443
-88
782
$252K 0.01%
10,548
+607
783
$250K 0.01%
6,500
-1,400
784
$250K 0.01%
10,037
+1,496
785
$250K 0.01%
6,714
786
$250K 0.01%
+27,955
787
$249K 0.01%
7,555
+5,298
788
$249K 0.01%
10,432
-100
789
$246K 0.01%
7,216
790
$245K 0.01%
+10,385
791
$245K 0.01%
2,650
792
$243K 0.01%
15,000
793
$242K 0.01%
2,241
-22
794
$242K 0.01%
13,431
+200
795
$240K 0.01%
10,776
-2,103
796
$239K 0.01%
15,790
+300
797
$239K 0.01%
3,086
-580
798
$238K 0.01%
49,000
799
$236K 0.01%
16,499
+1,229
800
$236K 0.01%
+1,191
30 31
32
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