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
376
$849K 0.02%
3,874
+2
377
$849K 0.02%
3,350
+24
378
$846K 0.02%
19,018
-713
379
$841K 0.02%
4,329
-396
380
$836K 0.02%
23,206
+3,590
381
$834K 0.02%
5,807
-279
382
$833K 0.02%
7,816
-3,558
383
$833K 0.02%
3,054
+608
384
$832K 0.02%
5,418
-194
385
$832K 0.02%
1,722
+16
386
$828K 0.02%
6,962
+298
387
$826K 0.02%
8,708
-217
388
$825K 0.02%
4,042
+2
389
$812K 0.01%
7,170
+10
390
$802K 0.01%
19,693
-791
391
$791K 0.01%
4,652
-855
392
$782K 0.01%
7,240
+5
393
$780K 0.01%
8,476
-667
394
$779K 0.01%
5,225
+753
395
$775K 0.01%
4,099
-709
396
$773K 0.01%
9,898
-333
397
$770K 0.01%
2,759
-700
398
$762K 0.01%
8,925
-214
399
$760K 0.01%
23,945
+2,328
400
$759K 0.01%
102,091
+90,070
14 15
16
17 18