V
Veritable Portfolio holdings
AUM
$6.17B
1-Year Return
16.27%
This Quarter Return
+15.05%
1 Year Return
+16.27%
3 Year Return
+46.92%
5 Year Return
+59.95%
10 Year Return
+156.88%
AUM
$5.36B
AUM Growth
+$451M
(+9.2%)
Cap. Flow
-$259M
Cap. Flow
% of AUM
-4.84%
Top 10 Holdings %
Top 10 Hldgs %
57.09%
Holding
816
New
80
Increased
167
Reduced
454
Closed
36
Top Buys
| 1 |
Nuveen Quality Municipal Income Fund
NAD
|
$10.7M |
| 2 |
Unilever
UL
|
$8.84M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$7.38M |
| 4 |
Nuveen AMT-Free Quality Municipal Income Fund
NEA
|
$4.4M |
| 5 |
Tesla
TSLA
|
$4.11M |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$37.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$32.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$28.8M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$19.1M |
| 5 |
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% |
