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
551
$333K 0.01%
16,235
+46
552
$332K 0.01%
6,854
553
$330K 0.01%
25,552
-192
554
$328K 0.01%
12,265
555
$326K 0.01%
+2,946
556
$325K 0.01%
9,282
-2,330
557
$324K 0.01%
14,008
+131
558
$320K 0.01%
3,700
559
$319K 0.01%
7,636
+17
560
$319K 0.01%
3,992
-60
561
$315K 0.01%
6,290
-202
562
$311K 0.01%
3,249
-88
563
$311K 0.01%
8,005
-4
564
$308K 0.01%
8,225
-3,962
565
$308K 0.01%
7,058
-502
566
$307K 0.01%
2,656
-687
567
$307K 0.01%
10,984
-8,179
568
$306K 0.01%
10,666
+3,213
569
$305K 0.01%
16,821
-1,913
570
$305K 0.01%
2,632
-4,041
571
$304K 0.01%
4,777
572
$304K 0.01%
5,290
-54
573
$304K 0.01%
7,660
574
$303K 0.01%
2,029
-4,902
575
$303K 0.01%
3,310
-2,991
21 22
23
24 25