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
626
$297K 0.01%
12,653
-4,168
627
$296K 0.01%
+10,339
628
$296K 0.01%
1,426
+11
629
$296K 0.01%
9,825
-162
630
$295K 0.01%
2,544
+129
631
$294K 0.01%
2,259
-997
632
$293K 0.01%
15,506
-81
633
$291K 0.01%
13,366
-343
634
$291K 0.01%
+2,431
635
$290K 0.01%
+2,811
636
$290K 0.01%
+1,832
637
$289K 0.01%
4,682
638
$289K 0.01%
1,804
+23
639
$289K 0.01%
21,302
640
$288K 0.01%
6,085
641
$287K 0.01%
11,640
-153
642
$287K 0.01%
+747
643
$286K 0.01%
70
644
$286K 0.01%
4,753
+940
645
$286K 0.01%
4,423
-405
646
$285K 0.01%
+2,934
647
$285K 0.01%
19,700
648
$284K 0.01%
6,408
+9
649
$282K 0.01%
+5,337
650
$280K 0.01%
+4,249
24 25
26
27 28