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
151
$2.97M 0.06%
11,806
-153
152
$2.93M 0.06%
50,151
+326
153
$2.93M 0.06%
13,212
-8
154
$2.85M 0.06%
17,236
+220
155
$2.85M 0.06%
154,025
+28,888
156
$2.84M 0.06%
30,367
+25,004
157
$2.79M 0.06%
18,963
+545
158
$2.77M 0.06%
35,850
+441
159
$2.76M 0.06%
4,417
-10
160
$2.74M 0.05%
34,731
-968
161
$2.71M 0.05%
7,061
-173
162
$2.68M 0.05%
56,910
-523
163
$2.67M 0.05%
75,723
+6,541
164
$2.67M 0.05%
13,622
+13
165
$2.63M 0.05%
14,862
+600
166
$2.6M 0.05%
9,696
-9
167
$2.6M 0.05%
27,172
+18,400
168
$2.59M 0.05%
34,437
169
$2.59M 0.05%
12,887
-1,214
170
$2.58M 0.05%
11,370
-1,697
171
$2.56M 0.05%
14,428
-2,226
172
$2.56M 0.05%
1,497
+2
173
$2.54M 0.05%
39,887
-802
174
$2.52M 0.05%
39,858
-995
175
$2.51M 0.05%
42,187
-318
5 6
7
8 9