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
576
$426K 0.01%
8,906
-39
577
$424K 0.01%
3,312
-66
578
$418K 0.01%
40,618
+2,559
579
$413K 0.01%
1,071
-39
580
$408K 0.01%
6,167
-346
581
$403K 0.01%
2,779
+168
582
$403K 0.01%
1,585
+124
583
$402K 0.01%
7,899
+804
584
$401K 0.01%
1,658
-32
585
$399K 0.01%
1,688
+9
586
$397K 0.01%
2,982
+80
587
$397K 0.01%
13,876
+2,218
588
$394K 0.01%
7,750
-270
589
$394K 0.01%
10,536
+1,791
590
$394K 0.01%
2,002
+14
591
$393K 0.01%
+15,197
592
$390K 0.01%
19,720
+2,567
593
$388K 0.01%
12,263
-59
594
$387K 0.01%
13,345
-1,214
595
$386K 0.01%
10,750
596
$386K 0.01%
+71,001
597
$385K 0.01%
10,656
+20
598
$384K 0.01%
5,491
+230
599
$383K 0.01%
17,301
+512
600
$382K 0.01%
9,996
22 23
24
25 26