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
676
$300K 0.01%
12,816
+48
677
$300K 0.01%
13,583
+64
678
$300K 0.01%
8,483
679
$300K 0.01%
1,451
+434
680
$299K 0.01%
+6,464
681
$299K 0.01%
5,528
+370
682
$298K 0.01%
9,912
+1,406
683
$297K 0.01%
988
+97
684
$296K 0.01%
5,920
+1,376
685
$295K 0.01%
2,509
+192
686
$295K 0.01%
28,215
+533
687
$294K 0.01%
3,331
688
$293K 0.01%
6,495
+266
689
$292K 0.01%
3,604
+244
690
$290K 0.01%
1,790
+147
691
$289K 0.01%
3,996
+210
692
$287K 0.01%
6,056
+130
693
$287K 0.01%
3,183
-208
694
$287K 0.01%
3,349
+500
695
$287K 0.01%
4,747
-1,767
696
$286K 0.01%
4,385
-3,164
697
$284K 0.01%
+964
698
$284K 0.01%
6,197
+206
699
$284K 0.01%
1,149
+95
700
$283K 0.01%
1,689
+111
26 27
28
29 30