VWMG

Virginia Wealth Management Group Portfolio holdings

AUM $174M
1-Year Est. Return 7.95%
This Quarter Est. Return
1 Year Est. Return
+7.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$2.14M
2 +$1.17M
3 +$775K
4
D icon
Dominion Energy
D
+$561K
5
MKL icon
Markel Group
MKL
+$396K

Top Sells

1 +$1.88M
2 +$677K
3 +$354K
4
MSFT icon
Microsoft
MSFT
+$277K
5
JPM icon
JPMorgan Chase
JPM
+$161K

Sector Composition

1 Financials 19.89%
2 Technology 12.97%
3 Consumer Staples 9.93%
4 Energy 8.11%
5 Healthcare 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$302K 0.25%
3,509
52
$278K 0.23%
4,550
53
$225K 0.18%
+534
54
-5,590
55
-17,429