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
676
$253K ﹤0.01%
864
-69
677
$253K ﹤0.01%
7,234
-204
678
$252K ﹤0.01%
4,653
-3,339
679
$251K ﹤0.01%
1,249
680
$251K ﹤0.01%
2,466
-234
681
$251K ﹤0.01%
+5,768
682
$250K ﹤0.01%
9,999
-963
683
$250K ﹤0.01%
6,696
+313
684
$250K ﹤0.01%
+2,610
685
$248K ﹤0.01%
+7,586
686
$248K ﹤0.01%
1,675
-38
687
$247K ﹤0.01%
2,555
688
$247K ﹤0.01%
+3,213
689
$247K ﹤0.01%
37,098
+8,898
690
$246K ﹤0.01%
+3,011
691
$245K ﹤0.01%
4,785
692
$242K ﹤0.01%
18,097
693
$241K ﹤0.01%
+3,210
694
$241K ﹤0.01%
2,896
-14
695
$241K ﹤0.01%
24,434
+12,377
696
$240K ﹤0.01%
+1,640
697
$240K ﹤0.01%
2,185
-66
698
$240K ﹤0.01%
4,243
699
$239K ﹤0.01%
6,376
-419
700
$239K ﹤0.01%
870
26 27
28
29 30