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
876
$144K ﹤0.01%
2,225
-55
877
$143K ﹤0.01%
+10,727
878
$142K ﹤0.01%
20,000
879
$139K ﹤0.01%
8,623
880
$136K ﹤0.01%
1,590
+92
881
$135K ﹤0.01%
4,212
882
$135K ﹤0.01%
+10,304
883
$134K ﹤0.01%
15,364
+1,336
884
$133K ﹤0.01%
157,994
885
$121K ﹤0.01%
15,000
886
$110K ﹤0.01%
19,781
+25
887
$109K ﹤0.01%
1,840
888
$108K ﹤0.01%
10,515
889
$107K ﹤0.01%
11,500
890
$93K ﹤0.01%
+10,021
891
$92K ﹤0.01%
21,609
+1,340
892
$72K ﹤0.01%
20,000
893
$67K ﹤0.01%
+10,417
894
$53K ﹤0.01%
16,000
895
$51K ﹤0.01%
+1,235
896
$50K ﹤0.01%
12,945
+96
897
$48K ﹤0.01%
1,000
-500
898
$35K ﹤0.01%
10,500
899
$29K ﹤0.01%
+10,851
900
$18K ﹤0.01%
500
34 35
36
37 38