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
551
$480K 0.01%
9,295
-663
552
$479K 0.01%
3,952
+270
553
$477K 0.01%
4,889
+259
554
$476K 0.01%
6,985
+545
555
$466K 0.01%
8,530
-12
556
$458K 0.01%
10,014
557
$458K 0.01%
5,725
-683
558
$451K 0.01%
2,241
+168
559
$449K 0.01%
13,565
-1,265
560
$448K 0.01%
15,527
+3,193
561
$448K 0.01%
2,129
+142
562
$447K 0.01%
15,733
+431
563
$446K 0.01%
15,500
564
$443K 0.01%
11,692
+506
565
$442K 0.01%
5,387
+583
566
$439K 0.01%
11,379
-268
567
$438K 0.01%
6,717
-102
568
$438K 0.01%
6,130
+359
569
$435K 0.01%
9,906
570
$434K 0.01%
5,936
+711
571
$432K 0.01%
3,858
+181
572
$430K 0.01%
7,506
-39
573
$430K 0.01%
5,161
-556
574
$429K 0.01%
4,220
575
$428K 0.01%
3,839
+279
21 22
23
24 25