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
276
$1.25M 0.03%
4,140
-2
277
$1.24M 0.02%
116,669
278
$1.22M 0.02%
8,281
-352
279
$1.21M 0.02%
12,895
-100
280
$1.21M 0.02%
15,988
281
$1.2M 0.02%
14,713
-227
282
$1.2M 0.02%
10,051
+485
283
$1.2M 0.02%
23,963
-2,047
284
$1.18M 0.02%
95,829
-16,446
285
$1.18M 0.02%
29,484
-596
286
$1.17M 0.02%
88,422
+42
287
$1.16M 0.02%
6,189
-73
288
$1.16M 0.02%
5,528
+22
289
$1.16M 0.02%
13,831
+818
290
$1.16M 0.02%
14,260
-1,292
291
$1.14M 0.02%
19,290
-3,473
292
$1.14M 0.02%
78,315
+41,080
293
$1.13M 0.02%
9,306
+59
294
$1.11M 0.02%
23,961
+106
295
$1.11M 0.02%
13,693
-454
296
$1.1M 0.02%
10,050
+49
297
$1.1M 0.02%
9,029
-196
298
$1.09M 0.02%
35,445
-885
299
$1.08M 0.02%
13,909
-263
300
$1.08M 0.02%
39,523
+1,755
10 11
12
13 14