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
526
$441K 0.01%
6,355
-30
527
$441K 0.01%
2,907
+227
528
$441K 0.01%
5,869
-50
529
$440K 0.01%
4,414
-282
530
$438K 0.01%
3,309
-1
531
$438K 0.01%
16,851
-5,387
532
$437K 0.01%
11,911
-340
533
$434K 0.01%
7,903
-244
534
$433K 0.01%
11,077
-3,074
535
$432K 0.01%
1,945
-40
536
$430K 0.01%
8,631
+626
537
$427K 0.01%
+3,512
538
$424K 0.01%
4,200
+500
539
$422K 0.01%
2,754
+8
540
$418K 0.01%
6,260
+1,541
541
$417K 0.01%
2,671
-878
542
$414K 0.01%
2,146
-8
543
$414K 0.01%
9,906
544
$413K 0.01%
6,937
+1,434
545
$412K 0.01%
6,835
+528
546
$411K 0.01%
2,691
+31
547
$407K 0.01%
11,652
-5
548
$406K 0.01%
6,759
-404
549
$405K 0.01%
3,044
-8
550
$405K 0.01%
8,225
20 21
22
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