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
376
$757K 0.02%
3,326
+1,753
377
$756K 0.02%
30,400
-1,500
378
$756K 0.02%
2,220
-325
379
$749K 0.02%
8,169
+3,094
380
$749K 0.02%
8,925
-195
381
$743K 0.01%
20,794
382
$743K 0.01%
7,019
-548
383
$742K 0.01%
10,907
384
$740K 0.01%
3,459
+170
385
$735K 0.01%
3,634
+73
386
$734K 0.01%
3,474
-31
387
$734K 0.01%
3,872
-5
388
$733K 0.01%
21,617
-9
389
$732K 0.01%
7,160
-1,290
390
$731K 0.01%
4,040
+164
391
$728K 0.01%
4,725
-11
392
$726K 0.01%
19,325
393
$726K 0.01%
3,260
+23
394
$723K 0.01%
9,147
+108
395
$717K 0.01%
19,731
-1,352
396
$714K 0.01%
6,591
+56
397
$706K 0.01%
16,295
-354
398
$694K 0.01%
1,880
-5
399
$694K 0.01%
10,272
-156
400
$687K 0.01%
8,100
-2,230
14 15
16
17 18