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
351
$1.1M 0.02%
7,606
+436
352
$1.09M 0.02%
15,595
-4,799
353
$1.09M 0.02%
17,688
+1,093
354
$1.09M 0.02%
16,488
+7,741
355
$1.09M 0.02%
8,007
+230
356
$1.08M 0.02%
9,516
-223
357
$1.07M 0.02%
6,764
+322
358
$1.07M 0.02%
19,585
+14,059
359
$1.06M 0.02%
18,830
+1,275
360
$1.06M 0.02%
13,961
+203
361
$1.06M 0.02%
4,388
-61
362
$1.04M 0.02%
4,984
+273
363
$1.04M 0.02%
11,007
-708
364
$1.04M 0.02%
19,628
-909
365
$1.04M 0.02%
4,445
+277
366
$1.03M 0.02%
62,550
367
$1.03M 0.02%
54,273
-2,730
368
$1.03M 0.02%
4,317
-99
369
$1.02M 0.02%
16,695
-1,026
370
$1.01M 0.02%
9,745
+139
371
$1.01M 0.02%
3,241
-45
372
$1.01M 0.02%
37,244
+1,960
373
$1.01M 0.02%
17,299
-307
374
$1.01M 0.02%
15,828
-176
375
$1.01M 0.02%
18,329
+465
13 14
15
16 17