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
51
$12.1M 0.24%
152,419
+125
52
$11.8M 0.24%
37,751
+103
53
$11.7M 0.23%
236,994
-1,555
54
$11.7M 0.23%
103,995
+2,921
55
$11.6M 0.23%
226,510
+219,110
56
$11.1M 0.22%
50,681
+510
57
$11.1M 0.22%
148,346
+22,307
58
$11.1M 0.22%
358,665
+342,665
59
$10.8M 0.22%
795,400
+5,040
60
$10.5M 0.21%
267,665
-1,245
61
$10.5M 0.21%
67,679
-1,405
62
$10.4M 0.21%
119,126
-448
63
$10.4M 0.21%
84,011
-198
64
$10.2M 0.21%
142,262
-12,657
65
$10.2M 0.2%
20,839
-1
66
$10.2M 0.2%
196,074
-57
67
$10.1M 0.2%
290,796
-2,588
68
$10.1M 0.2%
51,351
+127
69
$9.33M 0.19%
387,701
+4,477
70
$8.42M 0.17%
139,405
+24,070
71
$8.41M 0.17%
103,174
-485
72
$8.29M 0.17%
61,522
-22,066
73
$8.04M 0.16%
135,221
+1,637
74
$8.04M 0.16%
68,058
-363
75
$7.97M 0.16%
63,513
-1,093
1 2
3
4 5