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
801
$235K 0.01%
+5,441
802
$235K 0.01%
2,986
-122
803
$234K 0.01%
4,460
804
$233K 0.01%
7,683
-840
805
$233K 0.01%
+2,262
806
$232K 0.01%
6,712
807
$232K 0.01%
4,006
-149
808
$231K 0.01%
12,118
-2,305
809
$230K 0.01%
+6,479
810
$230K 0.01%
4,162
811
$230K 0.01%
20,000
812
$229K 0.01%
56,811
-2,801
813
$229K 0.01%
7,085
+850
814
$229K 0.01%
13,648
815
$229K 0.01%
5,385
-46
816
$229K 0.01%
16,700
+700
817
$228K ﹤0.01%
5,391
+2,222
818
$228K ﹤0.01%
1,839
-23
819
$227K ﹤0.01%
15,678
-500
820
$227K ﹤0.01%
6,952
-173
821
$227K ﹤0.01%
2,774
+442
822
$227K ﹤0.01%
7,275
+105
823
$226K ﹤0.01%
+3,174
824
$225K ﹤0.01%
5,129
-284
825
$224K ﹤0.01%
11,733
31 32
33
34 35