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
26
$23.4M 0.47%
570,937
+61,941
27
$22.6M 0.45%
753,598
-81,262
28
$22.3M 0.45%
1,556,449
+229,317
29
$21.5M 0.43%
362,691
-3,662
30
$21.1M 0.42%
76,155
-10,459
31
$20.7M 0.42%
281,760
+23,080
32
$20M 0.4%
250,270
-240
33
$18.5M 0.37%
191,727
+13,050
34
$18.1M 0.36%
182,583
+2,838
35
$17.3M 0.35%
54
+3
36
$16.1M 0.32%
72,747
+725
37
$15.9M 0.32%
60,628
-1,181
38
$15.7M 0.31%
214,200
-2,920
39
$15.7M 0.31%
72,281
-618
40
$15.4M 0.31%
195,298
-14,559
41
$15.2M 0.3%
251,577
+898
42
$15.1M 0.3%
261,324
-2,608
43
$14.8M 0.3%
135,719
-347
44
$14.7M 0.3%
95,872
+639
45
$14.4M 0.29%
332,353
+4,796
46
$14.4M 0.29%
103,541
-134
47
$14.3M 0.29%
51,377
-132
48
$13.9M 0.28%
69,435
+396
49
$13.8M 0.28%
270,504
+3,906
50
$13.4M 0.27%
91,060
-597
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