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
276
$1.6M 0.03%
16,875
+135
277
$1.59M 0.03%
16,918
-571
278
$1.58M 0.03%
44,310
-3,979
279
$1.57M 0.03%
54,063
-2,294
280
$1.55M 0.03%
12,319
-344
281
$1.55M 0.03%
16,131
+1,014
282
$1.54M 0.03%
19,386
283
$1.53M 0.03%
3,260
+216
284
$1.52M 0.03%
36,462
+4,233
285
$1.52M 0.03%
48,663
+15,006
286
$1.51M 0.03%
45,312
+192
287
$1.5M 0.03%
101,898
+10,704
288
$1.46M 0.03%
22,754
-1,760
289
$1.45M 0.03%
5,921
+728
290
$1.42M 0.03%
306,376
+75
291
$1.42M 0.03%
17,069
-22
292
$1.42M 0.03%
12,520
-72
293
$1.42M 0.03%
13,745
+11,370
294
$1.42M 0.03%
33,615
+75
295
$1.41M 0.03%
4,413
+247
296
$1.4M 0.03%
33,053
297
$1.39M 0.03%
13,693
298
$1.39M 0.03%
12,648
+115
299
$1.39M 0.03%
8,971
+2,112
300
$1.38M 0.02%
14,510
-1,074
10 11
12
13 14