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
476
$528K 0.01%
8,326
+1,193
477
$527K 0.01%
21,418
-275
478
$526K 0.01%
10,324
+1,870
479
$524K 0.01%
14,009
+1
480
$523K 0.01%
4,986
-963
481
$523K 0.01%
8,340
-1,826
482
$516K 0.01%
4,168
-1,456
483
$513K 0.01%
9,176
-15
484
$513K 0.01%
+9,270
485
$511K 0.01%
4,392
-67
486
$508K 0.01%
10,784
-1,066
487
$507K 0.01%
2,847
-20
488
$504K 0.01%
6,424
-353
489
$503K 0.01%
21,019
-11,102
490
$503K 0.01%
5,220
-1,732
491
$503K 0.01%
+1,577
492
$503K 0.01%
8,495
493
$502K 0.01%
30,614
+34
494
$499K 0.01%
2,196
-1,113
495
$499K 0.01%
2,914
-2
496
$491K 0.01%
22,513
-17,932
497
$491K 0.01%
6,716
+7
498
$490K 0.01%
17,500
499
$487K 0.01%
8,988
+26
500
$486K 0.01%
3,527
-61
18 19
20
21 22