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
76
$10M 0.22%
95,416
+2,427
77
$10M 0.22%
133,625
-18,096
78
$9.94M 0.22%
686,619
79
$9.82M 0.21%
270,164
-12,726
80
$9.7M 0.21%
85,882
+3,213
81
$9.59M 0.21%
384,188
-1,060
82
$9.31M 0.2%
351,533
+10,524
83
$9.3M 0.2%
185,906
-40,478
84
$9.24M 0.2%
95,718
+274
85
$9.11M 0.2%
66,927
+161
86
$9.1M 0.2%
113,598
+4,968
87
$8.82M 0.19%
136,016
+488
88
$8.8M 0.19%
114,109
+332
89
$8.8M 0.19%
481,722
+49,144
90
$8.4M 0.18%
489,908
-21,801
91
$8.39M 0.18%
83,176
-516
92
$8.32M 0.18%
161,798
+769
93
$8.27M 0.18%
320,489
-10,362
94
$8.22M 0.18%
91,350
+349
95
$8.06M 0.17%
124,566
-1,259
96
$7.96M 0.17%
473,020
+91,060
97
$7.88M 0.17%
102,274
-922
98
$7.87M 0.17%
157,036
-4
99
$7.87M 0.17%
179,746
+2,273
100
$7.62M 0.17%
81,242
-1,116
2 3
4
5 6