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
126
$5.96M 0.13%
71,909
127
$5.8M 0.13%
124,667
-3,098
128
$5.6M 0.12%
109,892
-346
129
$5.56M 0.12%
45,016
-4,917
130
$5.46M 0.12%
231,290
-52,722
131
$5.45M 0.12%
76,790
+4,887
132
$5.45M 0.12%
66,435
-968
133
$5.4M 0.12%
121,040
-22,581
134
$5.36M 0.12%
130,378
-1,210
135
$5.13M 0.11%
130,493
-1,221
136
$5.03M 0.11%
16,436
+1,559
137
$4.92M 0.11%
81,753
+15,719
138
$4.9M 0.11%
81,021
-1,913
139
$4.87M 0.11%
17,999
140
$4.79M 0.1%
48,838
-442
141
$4.79M 0.1%
49,183
+2,883
142
$4.78M 0.1%
354,046
143
$4.72M 0.1%
67,634
-1,630
144
$4.65M 0.1%
149,175
+27,222
145
$4.63M 0.1%
125,334
-3,682
146
$4.4M 0.1%
57,618
-541
147
$4.38M 0.1%
183,340
+2,616
148
$4.38M 0.09%
78,091
149
$4.36M 0.09%
50,053
+6,556
150
$4.35M 0.09%
38,961
-244
4 5
6
7 8