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
676
$215K ﹤0.01%
21,302
677
$214K ﹤0.01%
4,785
-283
678
$213K ﹤0.01%
3,275
-161
679
$213K ﹤0.01%
+933
680
$213K ﹤0.01%
+4,326
681
$212K ﹤0.01%
+1,240
682
$211K ﹤0.01%
9,180
-29
683
$209K ﹤0.01%
6,795
-446
684
$208K ﹤0.01%
10,672
-147
685
$206K ﹤0.01%
+5,277
686
$206K ﹤0.01%
8,310
-760
687
$206K ﹤0.01%
2,941
-1,573
688
$204K ﹤0.01%
+1,681
689
$204K ﹤0.01%
+4,648
690
$204K ﹤0.01%
+870
691
$203K ﹤0.01%
1,659
-105
692
$203K ﹤0.01%
33,941
+1
693
$203K ﹤0.01%
3,976
+15
694
$202K ﹤0.01%
4,985
-427
695
$201K ﹤0.01%
+2,950
696
$200K ﹤0.01%
+1,024
697
$198K ﹤0.01%
20,977
-1,814
698
$198K ﹤0.01%
12,651
699
$190K ﹤0.01%
3,541
700
$188K ﹤0.01%
15,587
-1,569
26 27
28
29 30