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
$172M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$670K
3
+$481K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$449K
5
AMD icon
Advanced Micro Devices
AMD
+$376K

Top Sells

1
+$410K
2
+$378K
3
+$372K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$353K
5
MS icon
Morgan Stanley
MS
+$290K

Sector Composition

1 Technology 18.41%
2 Healthcare 9.6%
3 Industrials 9.07%
4 Financials 8.28%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-12,163
152
– –
-2,991
153
– –
-11,404
154
– –
-6,760
155
– –
-8,225
156
– –
-2,980
157
– –
-4,159
3 4 5 6
7