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
651
$232K ﹤0.01%
3,811
652
$230K ﹤0.01%
+6,000
653
$230K ﹤0.01%
+4,719
654
$229K ﹤0.01%
+6,442
655
$228K ﹤0.01%
6,383
-31
656
$228K ﹤0.01%
4,158
657
$227K ﹤0.01%
8,820
+468
658
$227K ﹤0.01%
+2,700
659
$226K ﹤0.01%
2,815
-5,359
660
$226K ﹤0.01%
1,154
661
$224K ﹤0.01%
3,813
-4
662
$224K ﹤0.01%
+6,132
663
$223K ﹤0.01%
10,962
+52
664
$223K ﹤0.01%
1,781
+76
665
$222K ﹤0.01%
4,657
666
$222K ﹤0.01%
24,252
+5,346
667
$221K ﹤0.01%
+4,682
668
$221K ﹤0.01%
3,930
669
$219K ﹤0.01%
+1,711
670
$219K ﹤0.01%
4,855
671
$219K ﹤0.01%
26,300
672
$217K ﹤0.01%
9,987
-9,079
673
$216K ﹤0.01%
5,158
-13,561
674
$215K ﹤0.01%
+2,555
675
$215K ﹤0.01%
1,786
+23
25 26
27
28 29