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
601
$382K 0.01%
4,750
602
$382K 0.01%
9,072
+1,259
603
$380K 0.01%
5,745
+518
604
$379K 0.01%
9,333
+1,102
605
$379K 0.01%
4,101
+546
606
$377K 0.01%
4,600
+418
607
$377K 0.01%
+10,677
608
$375K 0.01%
17,141
+3,384
609
$373K 0.01%
20,814
610
$373K 0.01%
9,759
+2,716
611
$369K 0.01%
17,578
+2,486
612
$369K 0.01%
5,318
+597
613
$367K 0.01%
6,693
-182
614
$365K 0.01%
6,979
+503
615
$365K 0.01%
12,209
-127
616
$364K 0.01%
8,410
+1,448
617
$363K 0.01%
4,200
618
$362K 0.01%
2,593
+134
619
$357K 0.01%
3,642
-129
620
$355K 0.01%
3,015
621
$354K 0.01%
1,069
+92
622
$353K 0.01%
4,488
+136
623
$353K 0.01%
+3,099
624
$352K 0.01%
5,767
-214
625
$351K 0.01%
7,246
-1,800
23 24
25
26 27