V

ViaWealth Portfolio holdings

AUM $169M
1-Year Est. Return 15.73%
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$4.45M
2 +$4.2M
3 +$3.93M
4
AAPL icon
Apple
AAPL
+$2.65M
5
QUAL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$209K 0.17%
+2,392
152
$209K 0.17%
+5,748
153
$203K 0.17%
+926
154
$201K 0.17%
+4,472
155
$200K 0.16%
+1,331
156
$168K 0.14%
+13,609
157
$10.6K 0.01%
+203