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
451
$524K 0.01%
3,056
+29
452
$523K 0.01%
4,696
-121
453
$521K 0.01%
8,570
454
$521K 0.01%
6,709
-886
455
$511K 0.01%
14,151
-2,072
456
$510K 0.01%
22,604
457
$504K 0.01%
13,648
-20,633
458
$496K 0.01%
3,524
-868
459
$491K 0.01%
16,378
+1,141
460
$490K 0.01%
6,777
-255
461
$488K 0.01%
7,880
462
$486K 0.01%
5,451
-65
463
$485K 0.01%
5,005
-89
464
$478K 0.01%
2,236
+7
465
$477K 0.01%
10,166
-402
466
$475K 0.01%
9,204
467
$475K 0.01%
6,742
-8
468
$469K 0.01%
1,434
+18
469
$460K 0.01%
4,467
-64
470
$459K 0.01%
2,867
-4,316
471
$459K 0.01%
12,711
-634
472
$457K 0.01%
14,941
-1,670
473
$457K 0.01%
+9,194
474
$455K 0.01%
11,850
+1,357
475
$451K 0.01%
5,791
+475
17 18
19
20 21