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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
51
$1.01M 0.55%
6,808
-225
52
$956K 0.52%
10,261
-140
53
$915K 0.5%
14,447
-1,727
54
$906K 0.49%
1,981
-91
55
$892K 0.49%
13,037
-349
56
$891K 0.49%
3,156
-203
57
$876K 0.48%
5,127
+124
58
$875K 0.48%
3,618
-429
59
$875K 0.48%
1,611
-897
60
$871K 0.48%
9,017
61
$865K 0.47%
32,101
+799
62
$865K 0.47%
9,458
+75
63
$860K 0.47%
3,381
+100
64
$853K 0.47%
2,586
-53
65
$840K 0.46%
1,485
+32
66
$828K 0.45%
5,334
-395
67
$800K 0.44%
8,380
-828
68
$796K 0.43%
3,886
-43
69
$792K 0.43%
4,880
-129
70
$790K 0.43%
1,325
71
$789K 0.43%
6,015
-1,172
72
$776K 0.42%
8,650
-273
73
$774K 0.42%
10,536
+479
74
$753K 0.41%
12,563
+2,423
75
$743K 0.41%
6,100
-207
1 2
3
4 5