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
701
$239K ﹤0.01%
4,866
-292
702
$238K ﹤0.01%
+3,965
703
$238K ﹤0.01%
3,597
-1,051
704
$237K ﹤0.01%
+5,409
705
$236K ﹤0.01%
3,976
706
$236K ﹤0.01%
+1,718
707
$235K ﹤0.01%
1,549
-472
708
$235K ﹤0.01%
412
-82
709
$235K ﹤0.01%
+3,610
710
$235K ﹤0.01%
+3,314
711
$234K ﹤0.01%
4,209
-1,086
712
$233K ﹤0.01%
3,752
-574
713
$232K ﹤0.01%
+4,781
714
$231K ﹤0.01%
5,031
-1,289
715
$230K ﹤0.01%
1,328
-249
716
$230K ﹤0.01%
+5,684
717
$229K ﹤0.01%
4,158
718
$229K ﹤0.01%
+4,611
719
$228K ﹤0.01%
+5,928
720
$227K ﹤0.01%
1,670
-11
721
$227K ﹤0.01%
+2,626
722
$226K ﹤0.01%
+13,450
723
$226K ﹤0.01%
+2,721
724
$226K ﹤0.01%
+1,422
725
$226K ﹤0.01%
+1,292
27 28
29
30 31