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
876
$47K ﹤0.01%
14,080
-6,920
877
$39K ﹤0.01%
37,245
878
$39K ﹤0.01%
+10,000
879
$37K ﹤0.01%
+10,546
880
$37K ﹤0.01%
+2,989
881
$36K ﹤0.01%
10,000
882
$36K ﹤0.01%
+18,500
883
$33K ﹤0.01%
14,500
884
$28K ﹤0.01%
15,075
+75
885
$25K ﹤0.01%
+17,029
886
$25K ﹤0.01%
+41
887
$24K ﹤0.01%
+23,534
888
$22K ﹤0.01%
+1,859
889
$19K ﹤0.01%
+1,200
890
$19K ﹤0.01%
783
+81
891
$19K ﹤0.01%
+24,200
892
$16K ﹤0.01%
523
893
$14K ﹤0.01%
+3,285
894
$14K ﹤0.01%
+67
895
$14K ﹤0.01%
+703
896
$14K ﹤0.01%
+833
897
$13K ﹤0.01%
10,370
898
$12K ﹤0.01%
+421
899
$11K ﹤0.01%
+1,267
900
$10K ﹤0.01%
1,007
34 35
36
37 38