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
101
$5.4M 0.11%
84,175
-8,381
102
$5.24M 0.11%
44,519
-1,617
103
$5.21M 0.1%
90,455
-1,871
104
$5.16M 0.1%
49,608
+17
105
$5.16M 0.1%
279,636
-62,895
106
$5.05M 0.1%
14,001
-213
107
$5M 0.1%
30,126
+5
108
$4.98M 0.1%
66,196
-444
109
$4.96M 0.1%
123,116
-8,840
110
$4.94M 0.1%
101,463
+72,435
111
$4.93M 0.1%
9,866
-13
112
$4.88M 0.1%
37,922
+210
113
$4.71M 0.09%
28,598
-1,130
114
$4.67M 0.09%
30,135
+797
115
$4.55M 0.09%
19,355
+1,778
116
$4.54M 0.09%
181,803
+14,397
117
$4.44M 0.09%
81,598
+77,095
118
$4.44M 0.09%
51,631
+452
119
$4.42M 0.09%
409,546
+11,525
120
$4.28M 0.09%
36,822
-20
121
$4.14M 0.08%
27,997
+264
122
$4.08M 0.08%
86,934
123
$4.05M 0.08%
28,329
-3,171
124
$4M 0.08%
122,440
125
$3.97M 0.08%
16,428
-1,427
3 4
5
6 7