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
601
$274K 0.01%
2,021
+390
602
$272K 0.01%
5,418
-310
603
$269K 0.01%
5,295
+186
604
$269K 0.01%
10,982
605
$266K 0.01%
+2,680
606
$266K 0.01%
4,828
-2,925
607
$265K 0.01%
19,700
608
$264K 0.01%
11,793
-2,201
609
$263K 0.01%
2,768
-55
610
$262K 0.01%
3,057
-42
611
$262K 0.01%
5,095
-11,452
612
$262K 0.01%
6,399
-6
613
$261K 0.01%
+4,933
614
$260K 0.01%
2,420
615
$259K 0.01%
949
+10
616
$258K 0.01%
14,846
-756
617
$258K 0.01%
2,415
-2,805
618
$258K 0.01%
5,742
-132
619
$258K 0.01%
7,438
-470
620
$257K 0.01%
5,503
-210
621
$257K 0.01%
+7,992
622
$256K 0.01%
4,902
623
$255K 0.01%
7,345
-222
624
$254K 0.01%
4,480
625
$253K 0.01%
5,057
-207
23 24
25
26 27