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
401
$677K 0.01%
7,229
-187
402
$676K 0.01%
13,653
+2,662
403
$676K 0.01%
32,121
+2,584
404
$676K 0.01%
6,664
+281
405
$672K 0.01%
10,947
406
$672K 0.01%
5,314
407
$672K 0.01%
34,209
-731
408
$667K 0.01%
8,550
-538
409
$667K 0.01%
10,496
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410
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3,619
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411
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7,235
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412
$661K 0.01%
12,492
-148
413
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5,949
-311
414
$653K 0.01%
7,268
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415
$652K 0.01%
30,405
-354
416
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6,952
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417
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10,952
418
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9,139
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419
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3,309
-13
420
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10,267
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421
$633K 0.01%
6,886
-29
422
$629K 0.01%
40,445
-10,209
423
$626K 0.01%
578
+10
424
$616K 0.01%
5,381
+5
425
$610K 0.01%
7,306
+23
15 16
17
18 19