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
$4.91B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.6M
3
+$4.2M
4
TOL icon
Toll Brothers
TOL
+$3.52M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$3.29M

Top Sells

1
+$17.7M
2
+$14.2M
3
+$9.96M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.27M

Sector Composition

1 Technology 6.16%
2 Financials 4.48%
3 Healthcare 3.7%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$963K 0.02%
26,817
-126
327
$958K 0.02%
12,010
-523
328
$955K 0.02%
1,706
-32
329
$954K 0.02%
26,509
+19,454
330
$950K 0.02%
29,314
-5,620
331
$947K 0.02%
22,448
+172
332
$942K 0.02%
800
-5
333
$940K 0.02%
11,374
-1,213
334
$923K 0.02%
5,690
-83
335
$920K 0.02%
4,170
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336
$915K 0.02%
62,550
337
$910K 0.02%
28,000
338
$910K 0.02%
29,358
-784
339
$910K 0.02%
4,339
-161
340
$909K 0.02%
5,047
+146
341
$908K 0.02%
10,288
342
$896K 0.02%
26,213
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343
$886K 0.02%
9,143
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344
$884K 0.02%
14,938
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345
$881K 0.02%
9,010
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346
$877K 0.02%
14,494
-168
347
$876K 0.02%
6,108
+205
348
$869K 0.02%
23,381
+8,227
349
$864K 0.02%
5,507
-229
350
$861K 0.02%
20,484
-1
12 13
14
15 16