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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
101
$476K 0.26%
1,622
+75
102
$475K 0.26%
7,207
-541
103
$459K 0.25%
577
+48
104
$454K 0.25%
2,927
+7
105
$452K 0.25%
4,095
-335
106
$452K 0.25%
4,877
-3,259
107
$445K 0.24%
12,525
-989
108
$444K 0.24%
14,550
+1,526
109
$438K 0.24%
2,061
-147
110
$435K 0.24%
2,689
+305
111
$424K 0.23%
1,920
-241
112
$417K 0.23%
860
-159
113
$416K 0.23%
8,490
+2,231
114
$404K 0.22%
3,409
115
$402K 0.22%
8,489
-395
116
$395K 0.22%
427
+15
117
$391K 0.21%
5,824
-1,312
118
$381K 0.21%
499
-61
119
$378K 0.21%
4,505
+273
120
$374K 0.2%
562
121
$368K 0.2%
6,636
-4,320
122
$363K 0.2%
5,017
-1,575
123
$351K 0.19%
4,669
+246
124
$350K 0.19%
+2,475
125
$346K 0.19%
2,696
-267
3 4
5
6 7