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
626
$253K 0.01%
5,223
-32
627
$253K 0.01%
7,367
-12,023
628
$253K 0.01%
2,946
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629
$248K 0.01%
4,573
-4,127
630
$247K 0.01%
22,323
-1,353
631
$247K 0.01%
9,064
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632
$246K ﹤0.01%
1,192
-353
633
$246K ﹤0.01%
+1,085
634
$245K ﹤0.01%
4,043
635
$245K ﹤0.01%
6,085
636
$242K ﹤0.01%
13,709
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637
$241K ﹤0.01%
2,910
+35
638
$240K ﹤0.01%
+1,577
639
$240K ﹤0.01%
2,251
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640
$240K ﹤0.01%
+4,243
641
$240K ﹤0.01%
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-65
642
$238K ﹤0.01%
5,879
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643
$238K ﹤0.01%
494
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644
$236K ﹤0.01%
4,651
645
$235K ﹤0.01%
+1,590
646
$234K ﹤0.01%
+1,297
647
$234K ﹤0.01%
1,415
-244
648
$232K ﹤0.01%
8,237
-619
649
$232K ﹤0.01%
1,713
-34
650
$232K ﹤0.01%
2,041