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
426
$608K 0.01%
8,462
+106
427
$605K 0.01%
1,423
428
$600K 0.01%
1,681
+116
429
$598K 0.01%
37,979
-2,217
430
$594K 0.01%
5,624
431
$585K 0.01%
2,719
+174
432
$583K 0.01%
5,624
+7
433
$582K 0.01%
2,446
-59
434
$579K 0.01%
9,381
+519
435
$576K 0.01%
6,623
-2,507
436
$568K 0.01%
4,556
-139
437
$567K 0.01%
9,160
+987
438
$565K 0.01%
10,996
+728
439
$562K 0.01%
4,472
-140
440
$560K 0.01%
4,408
-30
441
$553K 0.01%
4,282
442
$552K 0.01%
4,009
-4
443
$550K 0.01%
2,966
-1
444
$550K 0.01%
6,591
-243
445
$549K 0.01%
34,381
-1
446
$547K 0.01%
9,956
-9
447
$533K 0.01%
1,121
-302
448
$532K 0.01%
8,223
-7,781
449
$531K 0.01%
17,908
+10,070
450
$527K 0.01%
8,597
-139
16 17
18
19 20