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
176
$3.48M 0.08%
97,928
-2,746
177
$3.47M 0.08%
149,206
-32,998
178
$3.38M 0.07%
111,596
+626
179
$3.38M 0.07%
54,896
+800
180
$3.38M 0.07%
27,851
+49
181
$3.34M 0.07%
49,888
+7,943
182
$3.33M 0.07%
27,694
+124
183
$3.23M 0.07%
94,997
184
$3.22M 0.07%
33,100
+5,519
185
$3.17M 0.07%
42,829
-4,299
186
$3.16M 0.07%
88,868
+3,375
187
$3.16M 0.07%
67,529
188
$3.14M 0.07%
53,319
-3,926
189
$3.12M 0.07%
25,118
-243
190
$3.06M 0.07%
36,839
+9,859
191
$3.04M 0.07%
34,413
-1,328
192
$3.04M 0.07%
110,833
-8,776
193
$3.03M 0.07%
626
+266
194
$3.02M 0.07%
88,504
-60
195
$3.01M 0.07%
18,357
-296
196
$2.96M 0.06%
90,943
+3,491
197
$2.95M 0.06%
114,352
198
$2.91M 0.06%
84,305
-1,549
199
$2.89M 0.06%
105,145
200
$2.87M 0.06%
42,299
+1,085
6 7
8
9 10