V
ViaWealth Portfolio holdings
AUM
$169M
1-Year Est. Return
15.73%
1 Year Est. Return
+15.73%
AUM
$169M
AUM Growth
+$7.16M
(+4.4%)
Holding
155
Top Buys
| 1 | +$3.45M | |
| 2 | +$615K | |
| 3 | +$590K | |
| 4 |
Five Below
FIVE
|
+$544K |
| 5 |
Morgan Stanley
MS
|
+$457K |
Top Sells
| 1 | +$723K | |
| 2 | +$709K | |
| 3 | +$558K | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$499K |
| 5 |
iShares US Oil & Gas Exploration & Production ETF
IEO
|
+$438K |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Financials | 8.74% |
| 3 | Industrials | 8.21% |
| 4 | Healthcare | 7.61% |
| 5 | Consumer Discretionary | 6.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
L3Harris
LHX
$54.9B
| – | – |
-1,734
|
|
||
152
iShares Preferred and Income Securities ETF
PFF
$14.7B
| – | – |
-11,337
|
|
||
153
United Parcel Service
UPS
$73.9B
| – | – |
-2,626
|
|
||
154
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
| – | – |
-3,593
|
|
||
155
Verizon
VZ
$164B
| – | – |
-4,944
|
|