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
$5.36B
AUM Growth
+$451M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.84M
3
+$7.38M
4
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$4.4M
5
TSLA icon
Tesla
TSLA
+$4.11M

Top Sells

1
+$37.4M
2
+$32.6M
3
+$28.8M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$19.1M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$12.4M

Sector Composition

1 Technology 5.91%
2 Financials 4.56%
3 Healthcare 3.33%
4 Communication Services 2.82%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.84M 0.03%
12,168
-2,288
227
$1.84M 0.03%
2,576
-141
228
$1.82M 0.03%
7,023
-85
229
$1.81M 0.03%
34,325
-2,770
230
$1.79M 0.03%
33,348
-94
231
$1.77M 0.03%
25,285
+3,055
232
$1.77M 0.03%
22,073
-1,947
233
$1.76M 0.03%
6,606
-342
234
$1.74M 0.03%
46,160
-3,361
235
$1.73M 0.03%
13,580
-863
236
$1.72M 0.03%
15,755
+1,255
237
$1.71M 0.03%
29,358
-10,500
238
$1.69M 0.03%
17,712
-468
239
$1.69M 0.03%
20,621
-1,765
240
$1.69M 0.03%
4,130
-157
241
$1.67M 0.03%
15,208
+2,313
242
$1.66M 0.03%
43,118
-150
243
$1.65M 0.03%
2,991
+61
244
$1.64M 0.03%
9,355
-200
245
$1.62M 0.03%
53,592
-3,348
246
$1.61M 0.03%
10,143
-563
247
$1.61M 0.03%
6,029
248
$1.61M 0.03%
11,346
249
$1.61M 0.03%
11,477
-952
250
$1.59M 0.03%
21,140
-530
8 9
10
11 12