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
601
$331K 0.01%
4,576
-1,215
602
$329K 0.01%
+9,996
603
$328K 0.01%
+3,312
604
$328K 0.01%
2,513
+156
605
$322K 0.01%
6,406
-3,042
606
$320K 0.01%
+4,444
607
$320K 0.01%
3,460
-804
608
$319K 0.01%
+18,334
609
$315K 0.01%
4,323
+33
610
$313K 0.01%
5,853
-423
611
$313K 0.01%
4,542
-139
612
$312K 0.01%
19,140
+4,294
613
$312K 0.01%
29,514
614
$310K 0.01%
1,187
-5
615
$309K 0.01%
+1,214
616
$309K 0.01%
1,427
-46
617
$308K 0.01%
1,085
618
$308K 0.01%
10,982
619
$304K 0.01%
2,338
-82
620
$304K 0.01%
3,348
-24
621
$303K 0.01%
3,811
622
$302K 0.01%
23,879
-373
623
$301K 0.01%
9,960
-3,876
624
$301K 0.01%
2,607
-49
625
$299K 0.01%
1,710
-93
23 24
25
26 27