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
176
$2.92M 0.05%
38,151
+887
177
$2.9M 0.05%
48,589
+7,473
178
$2.87M 0.05%
27,095
-188
179
$2.85M 0.05%
4,682
+201
180
$2.84M 0.05%
52,311
-937
181
$2.83M 0.05%
7,334
+396
182
$2.79M 0.05%
12,851
+10
183
$2.75M 0.05%
25,650
+525
184
$2.74M 0.05%
44,148
-674
185
$2.74M 0.05%
21,604
-113
186
$2.73M 0.05%
40,435
+484
187
$2.73M 0.05%
98,983
-6,350
188
$2.71M 0.05%
16,050
+577
189
$2.68M 0.05%
150,313
-39,183
190
$2.67M 0.05%
33,505
+769
191
$2.67M 0.05%
37,468
+696
192
$2.64M 0.05%
71,618
-6
193
$2.61M 0.05%
16,384
+731
194
$2.61M 0.05%
32,512
-1,289
195
$2.57M 0.05%
9,740
+159
196
$2.57M 0.05%
11,319
+286
197
$2.56M 0.05%
32,200
-5,985
198
$2.55M 0.05%
31,098
-12,229
199
$2.55M 0.05%
10,593
+488
200
$2.54M 0.05%
16,129
+875
6 7
8
9 10