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
576
$360K 0.01%
6,946
-112
577
$358K 0.01%
7,703
+43
578
$355K 0.01%
7,626
-158
579
$355K 0.01%
+10,330
580
$349K 0.01%
15,419
-4,187
581
$348K 0.01%
+11,863
582
$348K 0.01%
7,633
-199
583
$346K 0.01%
3,177
+1,518
584
$346K 0.01%
5,600
585
$345K 0.01%
22,967
-3,333
586
$344K 0.01%
+868
587
$343K 0.01%
1,788
+198
588
$343K 0.01%
5,317
-1,357
589
$342K 0.01%
16,669
-3,640
590
$342K 0.01%
2,910
-147
591
$342K 0.01%
3,015
592
$342K 0.01%
918
-121
593
$338K 0.01%
11,350
594
$338K 0.01%
7,687
-5
595
$336K 0.01%
+1,556
596
$333K 0.01%
5,223
597
$333K 0.01%
+2,735
598
$332K 0.01%
+3,663
599
$332K 0.01%
8,910
+1,729
600
$332K 0.01%
9,910
-2,965
22 23
24
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