V
ViaWealth Portfolio holdings
AUM
$169M
This Quarter Return
+9.93%
1 Year Return
+15.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
–
Cap. Flow
+$122M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.68%
Holding
157
New
157
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
UnitedHealth
UNH
|
$4.45M |
| 2 |
Microsoft
MSFT
|
$4.2M |
| 3 |
Graco
GGG
|
$3.93M |
| 4 |
Apple
AAPL
|
$2.65M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$2.39M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.89% |
| 2 | Healthcare | 11% |
| 3 | Industrials | 10.63% |
| 4 | Financials | 10% |
| 5 | Consumer Discretionary | 9.88% |
