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
351
$860K 0.02%
18,998
-1,105
352
$855K 0.02%
128,416
-1,032
353
$854K 0.02%
3,813
+697
354
$854K 0.02%
6,748
-236
355
$848K 0.02%
2,145
-45
356
$845K 0.02%
33,128
+1,416
357
$837K 0.02%
20,493
-72
358
$827K 0.02%
7,756
-148
359
$825K 0.02%
10,862
+238
360
$818K 0.02%
14,155
+26
361
$818K 0.02%
28,545
+4,135
362
$817K 0.02%
4,808
-430
363
$813K 0.02%
5,612
-68
364
$809K 0.02%
10,231
-3,000
365
$802K 0.02%
23,354
+214
366
$801K 0.02%
5,377
+24
367
$794K 0.02%
6,086
-125
368
$789K 0.02%
20,652
+354
369
$780K 0.02%
9,919
370
$776K 0.02%
26,440
-4,941
371
$770K 0.02%
27,970
-355
372
$768K 0.02%
+19,616
373
$759K 0.02%
25,935
-6,700
374
$758K 0.02%
22,230
+100
375
$758K 0.02%
4,300
-36
13 14
15
16 17