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
501
$410K 0.01%
2,598
-10
502
$409K 0.01%
7,584
-424
503
$409K 0.01%
2,514
+82
504
$407K 0.01%
11,945
-1,000
505
$406K 0.01%
3,549
-263
506
$405K 0.01%
7,459
+22
507
$399K 0.01%
14,229
-802
508
$399K 0.01%
8,962
+152
509
$397K 0.01%
6,674
-940
510
$396K 0.01%
7,950
+1,900
511
$391K 0.01%
3,588
-10
512
$389K 0.01%
6,385
+165
513
$387K 0.01%
2,660
-75
514
$384K 0.01%
1,985
-1,400
515
$384K 0.01%
5,791
-2
516
$384K 0.01%
+3,555
517
$384K 0.01%
11,657
-412
518
$382K 0.01%
16,225
-920
519
$382K 0.01%
8,454
-162
520
$381K 0.01%
1,138
-2
521
$381K 0.01%
7,784
-1,003
522
$376K 0.01%
13,836
523
$374K 0.01%
17,890
-301
524
$374K 0.01%
8,225
+875
525
$371K 0.01%
11,350
19 20
21
22 23