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
176
$2.49M 0.05%
21,683
-4
177
$2.46M 0.05%
56,710
178
$2.46M 0.05%
35,791
+4,767
179
$2.42M 0.05%
145,371
-12,606
180
$2.37M 0.05%
8,065
-370
181
$2.31M 0.05%
7,089
-2
182
$2.31M 0.05%
29,629
183
$2.3M 0.05%
27,622
-556
184
$2.29M 0.05%
51,904
-2,047
185
$2.28M 0.05%
52,938
+56
186
$2.26M 0.05%
22,142
-540
187
$2.25M 0.05%
9,498
-336
188
$2.24M 0.04%
15,442
189
$2.19M 0.04%
80,948
+5,080
190
$2.14M 0.04%
9,204
-69
191
$2.13M 0.04%
13,049
192
$2.13M 0.04%
14,389
-107
193
$2.11M 0.04%
45,907
-10,493
194
$2.1M 0.04%
32,025
+30
195
$2.08M 0.04%
53,755
-776
196
$2.06M 0.04%
2,717
-319
197
$2.04M 0.04%
8,826
+331
198
$2.04M 0.04%
70,772
-476
199
$2.04M 0.04%
61,340
+2,660
200
$2M 0.04%
151,037
+49,409
6 7
8
9 10