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V

ViaWealth Portfolio holdings

AUM $180M
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.25M
3
+$1.08M
4
OC icon
Owens Corning
OC
+$363K
5
PANW icon
Palo Alto Networks
PANW
+$279K

Top Sells

1
+$442K
2
+$370K
3
+$295K
4
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$269K
5
NVO
Novo Nordisk
NVO
+$253K

Sector Composition

1 Technology 22.63%
2 Financials 8.33%
3 Healthcare 7.53%
4 Industrials 7.42%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.02%
4,188
+264
27
$1.83M 1%
24,976
+776
28
$1.79M 0.98%
37,095
-718
29
$1.74M 0.95%
12,251
-699
30
$1.69M 0.93%
37,386
+3,143
31
$1.68M 0.92%
17,543
-585
32
$1.59M 0.87%
5,651
+69
33
$1.59M 0.87%
5,038
-52
34
$1.54M 0.84%
4,319
+276
35
$1.51M 0.82%
9,068
-157
36
$1.48M 0.81%
3,665
-84
37
$1.43M 0.78%
6,999
+1,459
38
$1.38M 0.75%
11,520
39
$1.29M 0.71%
5,461
+198
40
$1.29M 0.7%
6,492
-186
41
$1.27M 0.69%
+25,629
42
$1.22M 0.67%
15,258
-894
43
$1.2M 0.66%
11,661
-342
44
$1.18M 0.65%
5,482
-519
45
$1.14M 0.62%
7,405
+169
46
$1.13M 0.62%
11,943
-312
47
$1.1M 0.6%
+24,023
48
$1.08M 0.59%
18,310
-3,839
49
$1.07M 0.58%
1,453
+104
50
$1.04M 0.57%
4,222
+179
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2
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