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
301
$1.18M 0.02%
8,471
+190
302
$1.18M 0.02%
2,874
-354
303
$1.18M 0.02%
27,086
-74,377
304
$1.17M 0.02%
12,949
-1,206
305
$1.17M 0.02%
16,526
-3,108
306
$1.16M 0.02%
12,851
-749
307
$1.14M 0.02%
3,975
+162
308
$1.14M 0.02%
31,850
-4,990
309
$1.13M 0.02%
13,596
+2,734
310
$1.12M 0.02%
18,408
-17,620
311
$1.12M 0.02%
127,015
-1,401
312
$1.11M 0.02%
9,100
-94
313
$1.11M 0.02%
7,756
-810
314
$1.1M 0.02%
11,846
-164
315
$1.1M 0.02%
6,669
-3,381
316
$1.1M 0.02%
5,199
+152
317
$1.1M 0.02%
12,440
-12
318
$1.09M 0.02%
53,643
-27,685
319
$1.08M 0.02%
21,985
-463
320
$1.08M 0.02%
3,044
-149
321
$1.08M 0.02%
6,148
+1,740
322
$1.07M 0.02%
78,285
-17,544
323
$1.06M 0.02%
14,638
+144
324
$1.06M 0.02%
37,805
+9,260
325
$1.06M 0.02%
7,774
+18
11 12
13
14 15