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
851
$204K ﹤0.01%
1,809
+23
852
$203K ﹤0.01%
+1,838
853
$203K ﹤0.01%
3,893
-200
854
$201K ﹤0.01%
2,510
-353
855
$201K ﹤0.01%
7,576
856
$201K ﹤0.01%
+3,581
857
$200K ﹤0.01%
17,672
+1,669
858
$199K ﹤0.01%
13,349
-405
859
$199K ﹤0.01%
30,000
+6,000
860
$193K ﹤0.01%
8,125
861
$185K ﹤0.01%
25,500
862
$183K ﹤0.01%
13,918
+66
863
$182K ﹤0.01%
13,800
864
$181K ﹤0.01%
21,135
865
$174K ﹤0.01%
12,900
+1,291
866
$174K ﹤0.01%
+32
867
$170K ﹤0.01%
+10,351
868
$169K ﹤0.01%
30,000
869
$168K ﹤0.01%
3,840
-7,319
870
$164K ﹤0.01%
7,378
871
$163K ﹤0.01%
10,837
872
$160K ﹤0.01%
15,700
+1,300
873
$155K ﹤0.01%
1,453
874
$148K ﹤0.01%
20,000
-25,000
875
$146K ﹤0.01%
+2,085
33 34
35
36 37