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
251
$1.39M 0.03%
15,027
+74
252
$1.39M 0.03%
13,341
-15
253
$1.38M 0.03%
7,108
-75
254
$1.37M 0.03%
22,230
255
$1.36M 0.03%
26,196
-20
256
$1.36M 0.03%
17,065
+1
257
$1.34M 0.03%
12,429
-1,049
258
$1.34M 0.03%
4,712
-204
259
$1.34M 0.03%
3,228
-131
260
$1.33M 0.03%
81,328
-10,205
261
$1.33M 0.03%
14,443
-169
262
$1.32M 0.03%
14,505
+455
263
$1.31M 0.03%
12,991
-80
264
$1.3M 0.03%
51,867
-17,775
265
$1.3M 0.03%
19,749
266
$1.3M 0.03%
6,029
267
$1.29M 0.03%
12,390
-482
268
$1.28M 0.03%
9,684
+7
269
$1.26M 0.03%
15,345
-773
270
$1.26M 0.03%
28,508
271
$1.26M 0.03%
10,987
+109
272
$1.25M 0.03%
11,346
273
$1.25M 0.03%
19,634
-36
274
$1.25M 0.03%
18,131
+4,278
275
$1.25M 0.03%
229,718
-73,167
9 10
11
12 13