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VWMG
Virginia Wealth Management Group Portfolio holdings
AUM
$187M
1-Year Est. Return
9.63%
This Fund
S&P 500
1 Year Est. Return
+9.63%
AUM
$187M
AUM Growth
+$15.7M
(+9.2%)
Holding
57
Top Buys
| 1 | +$4.05M | |
| 2 | +$3.96M | |
| 3 | +$2.35M | |
| 4 |
Chevron
CVX
|
+$1.67M |
| 5 |
Phillips 66
PSX
|
+$1.09M |
Top Sells
| 1 | +$3.01M | |
| 2 | +$200K | |
| 3 | +$157K | |
| 4 |
Walmart Inc
WMT
|
+$104K |
| 5 |
TRX Gold Corp
TRX
|
+$36.9K |
Sector Composition
| 1 | Financials | 20.87% |
| 2 | Technology | 11.67% |
| 3 | Energy | 11.36% |
| 4 | Consumer Staples | 10.71% |
| 5 | Utilities | 7.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
VanEck Gold Miners ETF
GDX
$23.6B
| $234K | 0.13% |
2,550
|
|
||
|
ARTY
52
iShares Future AI & Tech ETF
ARTY
$3.64B
| $233K | 0.12% |
5,000
|
|
||
53
AbbVie
ABBV
$398B
| $200K | 0.11% |
920
|
|
||
|
54
TRX Gold Corp
TRX
$303M
| $113K | 0.06% |
75,000
-25,000
|
|
||
|
FURY
55
Fury Gold Mines
FURY
$99.1M
| $42.6K | 0.02% |
70,000
|
|
||
56
Vanguard Dividend Appreciation ETF
VIG
$108B
| – | – |
-910
|
|
||
57
Procter & Gamble
PG
$346B
| – | – |
-21,037
|
|