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
201
$2.87M 0.06%
40,834
-40,707
202
$2.84M 0.06%
37,857
-920
203
$2.83M 0.06%
47,967
-875
204
$2.76M 0.06%
75,108
+584
205
$2.76M 0.06%
86,200
-1,288
206
$2.73M 0.06%
38,505
207
$2.73M 0.06%
41,339
-2,976
208
$2.72M 0.06%
53,928
+2,355
209
$2.71M 0.06%
47,139
210
$2.71M 0.06%
21,428
211
$2.68M 0.06%
67,117
+2,612
212
$2.66M 0.06%
50,056
+91
213
$2.65M 0.06%
20,649
+1,015
214
$2.63M 0.06%
33,059
+979
215
$2.63M 0.06%
57,124
+645
216
$2.62M 0.06%
19,977
+1,018
217
$2.59M 0.06%
29,800
+133
218
$2.58M 0.06%
10,187
-492
219
$2.53M 0.05%
25,798
+1,466
220
$2.48M 0.05%
43,370
-5,787
221
$2.48M 0.05%
64,272
222
$2.46M 0.05%
30,242
-3,970
223
$2.44M 0.05%
31,274
-692
224
$2.42M 0.05%
168,841
-8,358
225
$2.41M 0.05%
66,725
+5,031
7 8
9
10 11