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
851
$122K ﹤0.01%
10,440
+40
852
$108K ﹤0.01%
68,254
+30
853
$105K ﹤0.01%
+20,839
854
$102K ﹤0.01%
+45,505
855
$100K ﹤0.01%
11,056
+338
856
$99K ﹤0.01%
10,716
-6,089
857
$98K ﹤0.01%
15,590
+4,005
858
$96K ﹤0.01%
24,836
859
$95K ﹤0.01%
+10,015
860
$83K ﹤0.01%
+14,035
861
$82K ﹤0.01%
4,207
+267
862
$82K ﹤0.01%
+18,045
863
$81K ﹤0.01%
+269
864
$78K ﹤0.01%
+11,520
865
$74K ﹤0.01%
+11,665
866
$66K ﹤0.01%
+14,190
867
$63K ﹤0.01%
4,355
868
$62K ﹤0.01%
1,297
869
– –
0
870
$56K ﹤0.01%
+10,507
871
$54K ﹤0.01%
378
+177
872
$53K ﹤0.01%
+1,699
873
$50K ﹤0.01%
1,000
874
$50K ﹤0.01%
+32,174
875
$47K ﹤0.01%
+20,389
33 34
35
36 37