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
826
$224K ﹤0.01%
5,716
-34
827
$222K ﹤0.01%
5,599
+587
828
$222K ﹤0.01%
10,640
+81
829
$220K ﹤0.01%
+6,251
830
$219K ﹤0.01%
+5,213
831
$219K ﹤0.01%
7,978
-1,260
832
$219K ﹤0.01%
9,970
833
$218K ﹤0.01%
3,474
-1
834
$218K ﹤0.01%
+5,822
835
$218K ﹤0.01%
2,192
+3
836
$218K ﹤0.01%
5,031
+130
837
$216K ﹤0.01%
76,100
838
$216K ﹤0.01%
2,545
839
$215K ﹤0.01%
4,105
-10
840
$214K ﹤0.01%
25,000
841
$214K ﹤0.01%
2,523
+616
842
$211K ﹤0.01%
4,687
-73
843
$210K ﹤0.01%
21,077
+6,147
844
$210K ﹤0.01%
11,848
-3,148
845
$208K ﹤0.01%
+5,949
846
$206K ﹤0.01%
10,320
-29,849
847
$205K ﹤0.01%
+8,328
848
$205K ﹤0.01%
+2,411
849
$205K ﹤0.01%
4,659
-657
850
$204K ﹤0.01%
4,773
-1,175
32 33
34
35 36