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
301
$1.08M 0.02%
9,898
-177
302
$1.07M 0.02%
8,566
-930
303
$1.07M 0.02%
+47,607
304
$1.06M 0.02%
2,695
-2
305
$1.05M 0.02%
35,639
+284
306
$1.05M 0.02%
29,260
-6,177
307
$1.04M 0.02%
16,459
+3,525
308
$1.04M 0.02%
17,618
-188
309
$1.04M 0.02%
13,600
-1,361
310
$1.04M 0.02%
33,442
+2
311
$1.04M 0.02%
12,452
-296
312
$1.03M 0.02%
79,262
313
$1.03M 0.02%
18,069
+21
314
$1.02M 0.02%
+100,000
315
$1.02M 0.02%
21,670
+84
316
$1.01M 0.02%
4,849
-57
317
$1.01M 0.02%
36,840
318
$997K 0.02%
37,908
-568
319
$994K 0.02%
3,193
-299
320
$986K 0.02%
3,012
-108
321
$976K 0.02%
15,388
+734
322
$972K 0.02%
6,332
-97
323
$971K 0.02%
9,769
+25
324
$971K 0.02%
12,362
-1,635
325
$966K 0.02%
50,579
+28,328
11 12
13
14 15