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
301
$1.37M 0.02%
39,969
+2,690
302
$1.36M 0.02%
100,000
303
$1.36M 0.02%
12,271
-357
304
$1.35M 0.02%
10,392
+479
305
$1.33M 0.02%
19,969
+726
306
$1.33M 0.02%
17,069
+189
307
$1.32M 0.02%
14,828
+539
308
$1.31M 0.02%
18,581
-283
309
$1.31M 0.02%
6,098
+200
310
$1.31M 0.02%
31,339
+942
311
$1.3M 0.02%
23,552
-3,809
312
$1.3M 0.02%
22,023
-211
313
$1.29M 0.02%
50,925
-9,001
314
$1.29M 0.02%
20,338
+9,741
315
$1.29M 0.02%
19,103
-779
316
$1.29M 0.02%
3,671
+407
317
$1.28M 0.02%
27,684
+1,228
318
$1.28M 0.02%
10,254
319
$1.28M 0.02%
40,577
+1,316
320
$1.27M 0.02%
19,165
-6,664
321
$1.27M 0.02%
24,558
+4,200
322
$1.26M 0.02%
8,230
-183
323
$1.26M 0.02%
34,900
+3,050
324
$1.25M 0.02%
46,977
-523
325
$1.25M 0.02%
8,007
+797
11 12
13
14 15