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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
76
$741K 0.4%
7,821
+50
77
$734K 0.4%
14,545
-1,114
78
$724K 0.4%
5,086
79
$708K 0.39%
1,892
-151
80
$708K 0.39%
2,156
+110
81
$706K 0.39%
7,204
+336
82
$694K 0.38%
2,418
-125
83
$679K 0.37%
25,766
-2,298
84
$657K 0.36%
2,915
85
$642K 0.35%
4,150
86
$623K 0.34%
7,108
-325
87
$613K 0.34%
17,846
-484
88
$612K 0.33%
2,014
-196
89
$590K 0.32%
4,991
+373
90
$576K 0.31%
2,962
-632
91
$573K 0.31%
592
-90
92
$568K 0.31%
5,683
+272
93
$557K 0.3%
32,267
-2,288
94
$542K 0.3%
7,738
-178
95
$538K 0.29%
2,899
+17
96
$537K 0.29%
8,095
-886
97
$522K 0.29%
3,287
+46
98
$504K 0.28%
6,768
-159
99
$483K 0.26%
2,238
100
$481K 0.26%
3,412
-24
2 3
4
5 6