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
526
$369K 0.01%
14,112
-1,685
527
$368K 0.01%
7,050
+262
528
$368K 0.01%
9,972
-100
529
$367K 0.01%
3,052
-17
530
$367K 0.01%
6,793
-128
531
$367K 0.01%
2,357
-653
532
$367K 0.01%
12,875
+2,729
533
$365K 0.01%
30,580
-2,007
534
$362K 0.01%
2,746
-199
535
$362K 0.01%
2,133
536
$357K 0.01%
240
+25
537
$357K 0.01%
5,919
-138
538
$356K 0.01%
7,218
-70
539
$355K 0.01%
20,309
-6,481
540
$355K 0.01%
6,307
+66
541
$354K 0.01%
4,681
-2
542
$353K 0.01%
16,560
-2,013
543
$353K 0.01%
4,258
+47
544
$352K 0.01%
9,191
-260
545
$350K 0.01%
6,138
+99
546
$348K 0.01%
22,238
-4,308
547
$348K 0.01%
+1,039
548
$344K 0.01%
17,500
549
$341K 0.01%
5,600
550
$338K 0.01%
2,154
20 21
22
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