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
426
$798K 0.01%
35,499
-413
427
$797K 0.01%
2,623
+260
428
$791K 0.01%
9,128
+1,204
429
$790K 0.01%
11,427
+1,588
430
$788K 0.01%
22,047
+1,171
431
$785K 0.01%
4,986
+80
432
$781K 0.01%
31,300
-1,908
433
$779K 0.01%
8,911
+2,051
434
$763K 0.01%
18,618
+1,141
435
$761K 0.01%
5,329
+494
436
$752K 0.01%
12,944
+430
437
$751K 0.01%
21,940
-2,295
438
$748K 0.01%
25,935
439
$746K 0.01%
39,184
+13,972
440
$743K 0.01%
5,588
+235
441
$743K 0.01%
22,607
+127
442
$741K 0.01%
14,486
-634
443
$739K 0.01%
13,309
+1,995
444
$731K 0.01%
4,486
+127
445
$731K 0.01%
13,114
+1,230
446
$729K 0.01%
9,684
+368
447
$728K 0.01%
8,464
-94
448
$726K 0.01%
4,193
+746
449
$725K 0.01%
8,524
-13,288
450
$724K 0.01%
5,118
+63
16 17
18
19 20