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
451
$720K 0.01%
4,283
+390
452
$711K 0.01%
7,673
+189
453
$701K 0.01%
5,271
+576
454
$700K 0.01%
4,020
+111
455
$698K 0.01%
1,693
-61
456
$696K 0.01%
+3,229
457
$694K 0.01%
6,501
+1,510
458
$692K 0.01%
2,814
+221
459
$690K 0.01%
+26,500
460
$684K 0.01%
8,098
+142
461
$684K 0.01%
8,373
-124
462
$682K 0.01%
7,538
-68
463
$679K 0.01%
12,362
+696
464
$670K 0.01%
25,987
-1,040
465
$669K 0.01%
7,257
+496
466
$652K 0.01%
4,982
+220
467
$651K 0.01%
7,884
+1,752
468
$649K 0.01%
11,140
+773
469
$649K 0.01%
13,793
+3,607
470
$642K 0.01%
4,657
+324
471
$642K 0.01%
13,037
472
$640K 0.01%
6,104
+226
473
$638K 0.01%
38,737
+4,858
474
$636K 0.01%
2,618
+86
475
$633K 0.01%
8,593
-160
17 18
19
20 21