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
176
$2.61M 0.05%
47,010
-9,700
177
$2.61M 0.05%
34,677
-54
178
$2.6M 0.05%
8,100
-1,596
179
$2.58M 0.05%
44,115
-15,220
180
$2.57M 0.05%
29,629
181
$2.56M 0.05%
70,110
-5,613
182
$2.56M 0.05%
35,353
-4,534
183
$2.56M 0.05%
32,169
-2,268
184
$2.48M 0.05%
75,948
-5,000
185
$2.46M 0.05%
20,488
-1,654
186
$2.46M 0.05%
20,049
+1,963
187
$2.46M 0.05%
21,038
-645
188
$2.46M 0.05%
26,386
-1,236
189
$2.43M 0.04%
30,193
-1,832
190
$2.43M 0.04%
6,390
-699
191
$2.39M 0.04%
8,763
-735
192
$2.37M 0.04%
44,732
-1,459
193
$2.34M 0.04%
6,597
-464
194
$2.32M 0.04%
31,870
+30
195
$2.32M 0.04%
24,954
+767
196
$2.27M 0.04%
13,049
197
$2.26M 0.04%
3,133
-1
198
$2.24M 0.04%
31,052
199
$2.24M 0.04%
36,501
-360
200
$2.22M 0.04%
41,778
-4,129
6 7
8
9 10