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
901
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902
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903
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904
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905
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906
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907
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908
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910
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911
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912
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913
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914
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915
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916
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-939
917
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918
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919
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920
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921
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922
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923
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924
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925
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-900
35 36
37
38 39