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
101
$543K 0.32%
17,143
+9
102
$543K 0.32%
15,730
+856
103
$542K 0.32%
5,010
+10
104
$534K 0.31%
25,313
-1,230
105
$507K 0.3%
2,440
106
$504K 0.29%
4,507
-337
107
$498K 0.29%
851
+4
108
$480K 0.28%
3,522
109
$473K 0.28%
534
+41
110
$470K 0.27%
4,284
111
$448K 0.26%
1,621
112
$431K 0.25%
5,042
+157
113
$428K 0.25%
7,826
114
$420K 0.24%
10,239
115
$413K 0.24%
2,060
-140
116
$408K 0.24%
14,671
+2,975
117
$399K 0.23%
4,255
-799
118
$392K 0.23%
1,109
+20
119
$385K 0.22%
5,742
+75
120
$380K 0.22%
428
-11
121
$376K 0.22%
+2,290
122
$372K 0.22%
1,647
+723
123
$368K 0.21%
3,203
124
$358K 0.21%
3,115
+1,315
125
$344K 0.2%
2,299
+4
3 4
5
6 7