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
126
$3.89M 0.08%
108,470
-9,963
127
$3.87M 0.08%
20,036
-1,326
128
$3.83M 0.08%
68,970
-759
129
$3.79M 0.08%
27,206
-1,180
130
$3.77M 0.08%
37,638
+1,243
131
$3.74M 0.08%
22,632
-283
132
$3.63M 0.07%
23,036
+352
133
$3.62M 0.07%
136,241
+3,667
134
$3.62M 0.07%
64,970
-191
135
$3.54M 0.07%
21,242
-2,237
136
$3.53M 0.07%
16,482
-56
137
$3.46M 0.07%
105,500
-9,038
138
$3.41M 0.07%
59,335
+1,023
139
$3.38M 0.07%
14,185
-187
140
$3.31M 0.07%
22,224
-244
141
$3.29M 0.07%
112,557
-7,192
142
$3.26M 0.07%
54,854
+149
143
$3.13M 0.06%
+57,710
144
$3.09M 0.06%
10,366
-328
145
$3.06M 0.06%
53,235
146
$3.05M 0.06%
83,680
-1,080
147
$3.04M 0.06%
14,614
+1,341
148
$3.02M 0.06%
58,276
-2,378
149
$2.98M 0.06%
31,430
-180
150
$2.97M 0.06%
188,205
-47,992
4 5
6
7 8