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
801
$208K ﹤0.01%
+2,994
802
$208K ﹤0.01%
+16,892
803
$208K ﹤0.01%
4,166
+196
804
$207K ﹤0.01%
13,381
+1,831
805
$207K ﹤0.01%
8,067
-1,047
806
$207K ﹤0.01%
2,943
807
$206K ﹤0.01%
4,483
+32
808
$206K ﹤0.01%
7,581
+25
809
$206K ﹤0.01%
13,096
+49
810
$206K ﹤0.01%
+99,675
811
$206K ﹤0.01%
3,040
+15
812
$205K ﹤0.01%
13,357
813
$205K ﹤0.01%
+3,888
814
$205K ﹤0.01%
518
+123
815
$204K ﹤0.01%
3,930
816
$204K ﹤0.01%
11,154
-4,485
817
$204K ﹤0.01%
+1,897
818
$203K ﹤0.01%
5,696
+386
819
$203K ﹤0.01%
5,517
820
$202K ﹤0.01%
2,055
+219
821
$202K ﹤0.01%
3,243
+10
822
$202K ﹤0.01%
+858
823
$201K ﹤0.01%
14,046
+170
824
$201K ﹤0.01%
9,814
+45
825
$201K ﹤0.01%
+1,897
31 32
33
34 35