V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.54B
AUM Growth
-$960M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.69M
3
+$7.51M
4
ABBV icon
AbbVie
ABBV
+$6.72M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$5.67M

Top Sells

1
+$6.94M
2
+$6.45M
3
+$6.35M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.93M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.69M

Sector Composition

1 Technology 6.09%
2 Financials 4.77%
3 Healthcare 4.07%
4 Consumer Staples 3%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.86M 0.03%
33,646
+1,201
252
$1.86M 0.03%
26,656
+5,563
253
$1.85M 0.03%
56,367
+3,392
254
$1.85M 0.03%
8,347
+225
255
$1.84M 0.03%
35,411
256
$1.84M 0.03%
23,716
+1,193
257
$1.84M 0.03%
19,523
-440
258
$1.82M 0.03%
5,590
-198
259
$1.82M 0.03%
40,210
-3,610
260
$1.8M 0.03%
19,656
+2,679
261
$1.78M 0.03%
34,064
+2,224
262
$1.78M 0.03%
11,617
+290
263
$1.78M 0.03%
10,328
+670
264
$1.77M 0.03%
23,493
+1,080
265
$1.77M 0.03%
48,095
+23,930
266
$1.76M 0.03%
821
+15
267
$1.76M 0.03%
8,614
+222
268
$1.76M 0.03%
6,522
+148
269
$1.74M 0.03%
25,327
-298
270
$1.7M 0.03%
170,470
+8,572
271
$1.68M 0.03%
6,187
-31
272
$1.67M 0.03%
2,547
+103
273
$1.65M 0.03%
51,182
-1,160
274
$1.65M 0.03%
51,788
+1,108
275
$1.61M 0.03%
1,250
+24
9 10
11
12 13