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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
126
$346K 0.19%
2,416
+663
127
$337K 0.18%
3,644
-897
128
$335K 0.18%
2,067
-212
129
$334K 0.18%
1,831
+199
130
$327K 0.18%
7,572
-19
131
$324K 0.18%
2,828
-577
132
$322K 0.18%
16,666
+232
133
$322K 0.18%
11,900
+1,227
134
$305K 0.17%
1,586
-334
135
$304K 0.17%
891
+126
136
$296K 0.16%
926
137
$293K 0.16%
5,760
-304
138
$291K 0.16%
1,557
+69
139
$275K 0.15%
1,700
+275
140
$273K 0.15%
2,419
-953
141
$265K 0.14%
+949
142
$257K 0.14%
10,397
-1,982
143
$244K 0.13%
1,791
144
$244K 0.13%
3,640
-894
145
$238K 0.13%
965
-12
146
$235K 0.13%
13,702
147
$233K 0.13%
+1,243
148
$227K 0.12%
3,950
149
$224K 0.12%
+734
150
$224K 0.12%
+5,720
3 4 5
6
7