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
576
$302K 0.01%
2,556
577
$302K 0.01%
5,502
-367
578
$302K 0.01%
+7,133
579
$302K 0.01%
19,606
+1,691
580
$302K 0.01%
1,473
-56
581
$301K 0.01%
12,251
+112
582
$298K 0.01%
7,181
-866
583
$298K 0.01%
3,015
584
$297K 0.01%
6,320
+2
585
$296K 0.01%
2,897
-388
586
$296K 0.01%
9,448
-2,621
587
$295K 0.01%
6,276
-119
588
$293K 0.01%
+12,730
589
$292K 0.01%
9,906
590
$292K 0.01%
1,803
-47
591
$286K 0.01%
70
592
$285K 0.01%
4,290
+24
593
$284K 0.01%
3,372
+24
594
$282K 0.01%
+9,499
595
$282K 0.01%
9,625
596
$280K 0.01%
3,638
597
$279K 0.01%
7,832
598
$275K 0.01%
2,651
-8
599
$275K 0.01%
7,692
+817
600
$274K 0.01%
+3,704
22 23
24
25 26