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
151
$4.33M 0.09%
43,582
-5,853
152
$4.26M 0.09%
33,194
-3,978
153
$4.24M 0.09%
34,376
+2,924
154
$4.23M 0.09%
88,114
+6,614
155
$4.21M 0.09%
79,928
-6,722
156
$4.17M 0.09%
71,332
-1,135
157
$4.04M 0.09%
86,720
+36,660
158
$4.03M 0.09%
102,577
159
$4.03M 0.09%
61,946
+39,808
160
$3.95M 0.09%
50,620
-14,990
161
$3.94M 0.09%
37,313
+501
162
$3.94M 0.09%
46,427
-3,829
163
$3.91M 0.08%
89,872
-90
164
$3.82M 0.08%
55,634
165
$3.79M 0.08%
53,644
+1,781
166
$3.77M 0.08%
3,163
-64
167
$3.76M 0.08%
56,310
-384
168
$3.7M 0.08%
12,862
+475
169
$3.69M 0.08%
22,632
+824
170
$3.67M 0.08%
27,652
+437
171
$3.65M 0.08%
84,972
172
$3.63M 0.08%
41,347
-2,814
173
$3.59M 0.08%
86,190
+26,840
174
$3.54M 0.08%
31,087
+2,633
175
$3.53M 0.08%
53,804
-90
5 6
7
8 9