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
76
$734K 0.43%
10,213
+5
77
$720K 0.42%
9,226
+496
78
$709K 0.41%
8,849
+910
79
$678K 0.4%
2,046
+31
80
$674K 0.39%
1,178
-2
81
$672K 0.39%
6,986
+136
82
$655K 0.38%
3,843
+3
83
$651K 0.38%
2,914
84
$651K 0.38%
10,048
+532
85
$640K 0.37%
2,262
+20
86
$637K 0.37%
8,475
-450
87
$627K 0.37%
42,673
-2,554
88
$620K 0.36%
1,002
+10
89
$619K 0.36%
2,661
-460
90
$613K 0.36%
4,482
+107
91
$600K 0.35%
56,532
92
$597K 0.35%
5,258
+52
93
$597K 0.35%
7,255
+1,048
94
$597K 0.35%
5,086
95
$584K 0.34%
4,978
+745
96
$579K 0.34%
6,207
+185
97
$568K 0.33%
17,107
-1,049
98
$561K 0.33%
8,747
+42
99
$555K 0.32%
7,708
100
$554K 0.32%
2,508
2 3
4
5 6