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
226
$1.75M 0.04%
21,752
-1,220
227
$1.75M 0.04%
10,333
-311
228
$1.74M 0.03%
33,169
-10,244
229
$1.69M 0.03%
18,086
-245
230
$1.68M 0.03%
19,386
-474
231
$1.67M 0.03%
46,191
-1,738
232
$1.67M 0.03%
12,069
-132
233
$1.67M 0.03%
16,704
+1,619
234
$1.67M 0.03%
5,287
+467
235
$1.64M 0.03%
9,555
-30
236
$1.58M 0.03%
43,268
-3,269
237
$1.55M 0.03%
22,386
-62
238
$1.53M 0.03%
4,287
-64
239
$1.52M 0.03%
37,095
-5,437
240
$1.52M 0.03%
6,948
-17
241
$1.51M 0.03%
49,521
-3,345
242
$1.51M 0.03%
14,500
+657
243
$1.5M 0.03%
7,257
+651
244
$1.47M 0.03%
56,940
-10,500
245
$1.46M 0.03%
14,199
-61
246
$1.43M 0.03%
4,922
+99
247
$1.42M 0.03%
2,930
+68
248
$1.41M 0.03%
4,412
-97
249
$1.4M 0.03%
12,398
-134
250
$1.39M 0.03%
22,310
-3,215
8 9
10
11 12