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
551
$401K 0.01%
1,746
+449
552
$400K 0.01%
9,280
-2
553
$400K 0.01%
9,695
+70
554
$391K 0.01%
3,306
+750
555
$389K 0.01%
+6,681
556
$389K 0.01%
6,462
+1,560
557
$388K 0.01%
4,274
+16
558
$385K 0.01%
4,046
-764
559
$385K 0.01%
8,269
+44
560
$383K 0.01%
6,000
561
$379K 0.01%
4,985
562
$378K 0.01%
1,138
563
$378K 0.01%
3,856
-2,735
564
$375K 0.01%
5,290
565
$375K 0.01%
6,037
+1,464
566
$374K 0.01%
7,514
-122
567
$374K 0.01%
2,955
+323
568
$373K 0.01%
5,657
-481
569
$371K 0.01%
7,681
+827
570
$368K 0.01%
15,542
-693
571
$367K 0.01%
3,869
-123
572
$365K 0.01%
3,638
573
$365K 0.01%
11,671
+687
574
$364K 0.01%
9,499
575
$361K 0.01%
7,230
+12
21 22
23
24 25