V
ViaWealth Portfolio holdings
AUM
$183M
1-Year Est. Return
18.05%
1 Year Est. Return
+18.05%
AUM
$183M
AUM Growth
+$13.9M
(+8.2%)
Holding
158
Top Buys
| 1 | +$1.32M | |
| 2 | +$1.27M | |
| 3 | +$1.1M | |
| 4 |
Owens Corning
OC
|
+$350K |
| 5 |
Palo Alto Networks
PANW
|
+$297K |
Top Sells
| 1 | +$487K | |
| 2 | +$370K | |
| 3 | +$302K | |
| 4 |
First Trust Long/Short Equity ETF
FTLS
|
+$279K |
| 5 |
Novo Nordisk
NVO
|
+$240K |
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 | |
|---|---|---|---|---|---|---|
151
SoundHound AI
SOUN
$4.53B
| $216K | 0.12% |
13,450
-2,000
|
|
||
152
Alphabet (Google) Class C
GOOG
$3.73T
| $216K | 0.12% |
+886
|
|
||
153
APA Corp
APA
$8.96B
| $214K | 0.12% |
+8,825
|
|
||
154
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
| $213K | 0.12% |
2,809
+55
|
|
||
155
Sonoco
SON
$4.24B
| $205K | 0.11% |
4,769
-7
|
|
||
156
Arm
ARM
$132B
| $202K | 0.11% |
1,431
-72
|
|
||
157
Kohl's
KSS
$2.49B
| $193K | 0.11% |
12,588
-410
|
|
||
158
BigBear.ai
BBAI
$2.61B
| – | – |
-10,000
|
|