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
51
$1.02M 0.59%
5,669
-129
52
$1M 0.58%
8,264
53
$1M 0.58%
11,311
54
$977K 0.57%
5,716
+604
55
$965K 0.56%
2,313
-62
56
$961K 0.56%
18,204
-4,806
57
$952K 0.55%
6,463
+2
58
$949K 0.55%
22,612
+4,357
59
$944K 0.55%
7,879
+13
60
$936K 0.55%
7,861
+25
61
$879K 0.51%
1,240
-5
62
$869K 0.51%
2,855
+24
63
$864K 0.5%
3,281
64
$864K 0.5%
4,275
-141
65
$863K 0.5%
8,238
66
$851K 0.5%
15,984
-279
67
$847K 0.49%
11,802
+7
68
$816K 0.48%
2,173
-141
69
$807K 0.47%
20,225
+6,316
70
$795K 0.46%
9,017
71
$786K 0.46%
1,380
-52
72
$770K 0.45%
18,847
-2,394
73
$744K 0.43%
18,332
74
$744K 0.43%
4,856
-225
75
$743K 0.43%
31,855
1 2
3
4 5