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
201
$2.54M 0.05%
15,569
202
$2.54M 0.05%
5,312
+24
203
$2.53M 0.05%
59,300
+1,800
204
$2.51M 0.05%
54,596
+7,524
205
$2.5M 0.05%
18,536
-1,556
206
$2.48M 0.04%
13,801
+10,154
207
$2.47M 0.04%
56,397
208
$2.46M 0.04%
31,912
-147
209
$2.45M 0.04%
12,456
+6,427
210
$2.44M 0.04%
62,164
-3,862
211
$2.43M 0.04%
9,862
-258
212
$2.43M 0.04%
13,116
-141
213
$2.4M 0.04%
25,290
+32
214
$2.4M 0.04%
30,969
215
$2.4M 0.04%
16,036
-6,590
216
$2.38M 0.04%
56,431
217
$2.36M 0.04%
7,397
+261
218
$2.3M 0.04%
4,918
+17
219
$2.3M 0.04%
1,317
+2
220
$2.3M 0.04%
40,850
-11,890
221
$2.28M 0.04%
32,443
+452
222
$2.27M 0.04%
47,967
+3,244
223
$2.19M 0.04%
26,670
+172
224
$2.18M 0.04%
19,216
+775
225
$2.17M 0.04%
16,149
+2,892
7 8
9
10 11