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
701
$183K ﹤0.01%
18,097
-121
702
$169K ﹤0.01%
16,854
-9,582
703
$160K ﹤0.01%
10,879
+110
704
$158K ﹤0.01%
11,237
-453
705
$155K ﹤0.01%
11,062
-791
706
$153K ﹤0.01%
+10,984
707
$145K ﹤0.01%
13,433
-24,557
708
$141K ﹤0.01%
12,545
-137
709
$139K ﹤0.01%
29,514
710
$135K ﹤0.01%
10,500
711
$135K ﹤0.01%
12,796
+146
712
$132K ﹤0.01%
14,041
-1,668
713
$128K ﹤0.01%
+10,378
714
$126K ﹤0.01%
14,401
+2,600
715
$117K ﹤0.01%
2,000
716
$115K ﹤0.01%
28,200
-6,010
717
$114K ﹤0.01%
10,500
718
$113K ﹤0.01%
+11,217
719
$110K ﹤0.01%
308
+40
720
$110K ﹤0.01%
12,057
-1,100
721
$109K ﹤0.01%
23,138
-2,020
722
$94K ﹤0.01%
19,130
+4,621
723
$85K ﹤0.01%
11,020
+2,000
724
$77K ﹤0.01%
415
725
$74K ﹤0.01%
2,282
-19,566
27 28
29
30 31