VWMG
Virginia Wealth Management Group Portfolio holdings
AUM
$174M
1-Year Est. Return
7.95%
1 Year Est. Return
+7.95%
AUM
$174M
AUM Growth
+$9.07M
(+5.5%)
Holding
55
Top Buys
| 1 | +$387K | |
| 2 | +$377K | |
| 3 | +$369K | |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$368K |
| 5 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$356K |
Top Sells
| 1 | +$114K | |
| 2 | +$75.9K | |
| 3 | +$28K | |
| 4 |
Kinder Morgan
KMI
|
+$27.3K |
| 5 |
Emerson Electric
EMR
|
+$23.9K |
Sector Composition
| 1 | Financials | 21.2% |
| 2 | Technology | 13.25% |
| 3 | Consumer Staples | 12.3% |
| 4 | Energy | 7.87% |
| 5 | Utilities | 7.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Invesco S&P 500 Equal Weight ETF
RSP
$75B
| $226K | 0.13% |
+1,190
|
|
||
52
AbbVie
ABBV
$400B
| $213K | 0.12% |
+920
|
|
||
53
Vanguard Dividend Appreciation ETF
VIG
$102B
| $202K | 0.12% |
+935
|
|
||
54
TRX Gold Corp
TRX
$232M
| $62.4K | 0.04% |
+100,000
|
|
||
|
FURY
55
Fury Gold Mines
FURY
$117M
| $45.7K | 0.03% |
+70,000
|
|