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
101
$7.48M 0.16%
90,235
-3,461
102
$7.44M 0.16%
181,878
+10,395
103
$7.38M 0.16%
139,893
-39
104
$7.32M 0.16%
23,262
+38
105
$7.3M 0.16%
424,728
+45,585
106
$7.26M 0.16%
33,389
+72
107
$7.21M 0.16%
63,534
+1,416
108
$7.09M 0.15%
278,499
+26,895
109
$7.08M 0.15%
99,854
+22,386
110
$7.07M 0.15%
81,654
+310
111
$7.05M 0.15%
149,917
-4
112
$7.02M 0.15%
71,652
+3,787
113
$6.95M 0.15%
67,170
+1,268
114
$6.79M 0.15%
129,259
+16,053
115
$6.75M 0.15%
128,903
-3,308
116
$6.74M 0.15%
141,655
+10,974
117
$6.61M 0.14%
138,872
-105,952
118
$6.3M 0.14%
125,137
-17,240
119
$6.26M 0.14%
162,679
-67,037
120
$6.2M 0.13%
165,629
-13,189
121
$6.18M 0.13%
150,419
+18,790
122
$6.17M 0.13%
314,869
+3,768
123
$6.12M 0.13%
142,726
+8,722
124
$6.1M 0.13%
66,811
+1,534
125
$5.97M 0.13%
109,252
+7,050
3 4
5
6 7