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
626
$350K 0.01%
1,272
+20
627
$349K 0.01%
5,109
+829
628
$349K 0.01%
12,320
+547
629
$349K 0.01%
6,758
-95
630
$349K 0.01%
7,898
-738
631
$348K 0.01%
2,719
-19
632
$345K 0.01%
4,627
-929
633
$344K 0.01%
894
-55
634
$343K 0.01%
6,557
+684
635
$342K 0.01%
14,660
+1,882
636
$342K 0.01%
16,265
-509
637
$342K 0.01%
10,051
+713
638
$341K 0.01%
3,597
+23
639
$341K 0.01%
7,935
+409
640
$338K 0.01%
2,725
+659
641
$337K 0.01%
1,949
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642
$336K 0.01%
6,863
643
$336K 0.01%
15,201
-50
644
$335K 0.01%
23,650
+2,000
645
$335K 0.01%
+67,461
646
$332K 0.01%
7,297
+495
647
$332K 0.01%
3,601
-112
648
$329K 0.01%
5,039
+114
649
$326K 0.01%
6,696
+387
650
$324K 0.01%
81
+5
24 25
26
27 28