V
ViaWealth Portfolio holdings
AUM
$169M
1-Year Est. Return
15.73%
1 Year Est. Return
+15.73%
AUM
$162M
AUM Growth
-$3.64M
(-2.2%)
Holding
153
Top Buys
| 1 | +$1.64M | |
| 2 | +$910K | |
| 3 | +$754K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$695K |
| 5 |
SPDR Gold Trust
GLD
|
+$607K |
Top Sells
| 1 | +$572K | |
| 2 | +$462K | |
| 3 | +$424K | |
| 4 |
Lockheed Martin
LMT
|
+$416K |
| 5 |
Entergy
ETR
|
+$368K |
Sector Composition
| 1 | Technology | 17.99% |
| 2 | Healthcare | 9.9% |
| 3 | Financials | 8.57% |
| 4 | Industrials | 8.37% |
| 5 | Consumer Discretionary | 5.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
State Street SPDR S&P Regional Banking ETF
KRE
$3.97B
| – | – |
-4,518
|
|
||
|
152
Lockheed Martin
LMT
$105B
| – | – |
-856
|
|
||
|
PARA
153
DELISTED
Paramount Global Class B
PARA
| – | – |
-54,685
|
|