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
101
$6.18M 0.11%
88,447
+1,359
102
$6.15M 0.11%
70,391
-2,904
103
$6.15M 0.11%
119,243
-20,258
104
$6.13M 0.11%
138,144
-1,215
105
$6.12M 0.11%
152,728
+3,266
106
$5.95M 0.11%
21,424
+386
107
$5.9M 0.11%
38,424
-3,459
108
$5.87M 0.11%
76,720
-23,808
109
$5.73M 0.1%
19,137
+87
110
$5.73M 0.1%
57,561
-3,800
111
$5.67M 0.1%
+179,597
112
$5.46M 0.1%
12,699
+75
113
$5.42M 0.1%
196,900
-10,410
114
$5.4M 0.1%
70,635
-6,657
115
$5.3M 0.1%
109,020
+1,980
116
$5.23M 0.09%
129,003
+1,665
117
$5.19M 0.09%
234,344
+97
118
$5.12M 0.09%
395,192
+733
119
$4.98M 0.09%
28,993
-34,495
120
$4.97M 0.09%
10,309
+222
121
$4.97M 0.09%
82,085
+100
122
$4.96M 0.09%
62,089
-1,075
123
$4.88M 0.09%
38,169
+1,906
124
$4.88M 0.09%
67,559
-7,265
125
$4.81M 0.09%
34,714
+668
3 4
5
6 7