V

ViaWealth Portfolio holdings

AUM $169M
1-Year Est. Return 15.73%
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$670K
3
+$481K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$449K
5
AMD icon
Advanced Micro Devices
AMD
+$376K

Top Sells

1
+$410K
2
+$378K
3
+$372K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$353K
5
MS icon
Morgan Stanley
MS
+$290K

Sector Composition

1 Technology 18.41%
2 Healthcare 9.6%
3 Industrials 9.07%
4 Financials 8.28%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 1.01%
19,210
+1,365
27
$1.64M 0.95%
12,126
+97
28
$1.56M 0.91%
7,869
+107
29
$1.49M 0.87%
15,597
+5,041
30
$1.46M 0.85%
7,052
+889
31
$1.4M 0.81%
15,286
+561
32
$1.39M 0.81%
8,018
+22
33
$1.35M 0.79%
12,870
+1,962
34
$1.34M 0.78%
16,543
-1,323
35
$1.31M 0.76%
11,051
+8,295
36
$1.29M 0.75%
4,706
+582
37
$1.27M 0.74%
19,310
38
$1.24M 0.72%
3,235
-131
39
$1.23M 0.72%
12,860
40
$1.18M 0.69%
4,099
-866
41
$1.16M 0.68%
5,518
-468
42
$1.16M 0.67%
4,426
-1,032
43
$1.1M 0.64%
6,769
-915
44
$1.1M 0.64%
24,013
45
$1.09M 0.64%
4,296
46
$1.07M 0.62%
3,248
47
$1.04M 0.61%
4,718
48
$1.04M 0.61%
10,676
+257
49
$1.02M 0.6%
9,334
+381
50
$1.02M 0.59%
11,319
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