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
$160M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$3.41M
2 +$3.39M
3 +$3.29M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.28M
5
AAPL icon
Apple
AAPL
+$1.25M

Top Sells

1 +$208K
2 +$6.77K

Sector Composition

1 Financials 19.99%
2 Technology 13.2%
3 Consumer Staples 10.73%
4 Utilities 8.35%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$329K 0.21%
3,717
+2
52
$327K 0.21%
4,550
53
$299K 0.19%
+1,800
54
$246K 0.15%
534
55
$40K 0.03%
10,000
56
-1,132