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
76
$7.84M 0.16%
281,514
+32,100
77
$7.49M 0.15%
71,003
+723
78
$7.28M 0.15%
62,717
+602
79
$7.24M 0.15%
210,896
-68,344
80
$7.17M 0.14%
93,152
-1,759
81
$6.98M 0.14%
138,378
-3,495
82
$6.82M 0.14%
108,660
-216
83
$6.81M 0.14%
98,124
-1,424
84
$6.59M 0.13%
14,921
-151
85
$6.31M 0.13%
262,092
+242
86
$6.21M 0.12%
104,073
-250
87
$6.18M 0.12%
46,162
-1,775
88
$6.15M 0.12%
31,242
+189
89
$6.1M 0.12%
151,120
+3,824
90
$6M 0.12%
128,538
-1,344
91
$5.99M 0.12%
152,308
-121,210
92
$5.97M 0.12%
23,485
-416
93
$5.88M 0.12%
37,612
+336
94
$5.88M 0.12%
16,571
+137
95
$5.55M 0.11%
29,067
+117
96
$5.52M 0.11%
143,093
-26,757
97
$5.51M 0.11%
256,089
-72,745
98
$5.48M 0.11%
38,381
+95
99
$5.44M 0.11%
21,644
-139
100
$5.44M 0.11%
24,061
+254
2 3
4
5 6