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
$162M
AUM Growth
+$380K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$510K
3
+$508K
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$489K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$488K

Top Sells

1
+$604K
2
+$601K
3
+$564K
4
JPM icon
JPMorgan Chase
JPM
+$522K
5
WMT icon
Walmart
WMT
+$487K

Sector Composition

1 Financials 21.27%
2 Technology 11.78%
3 Consumer Staples 11.73%
4 Energy 8.21%
5 Utilities 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,404
52
– –
-3,400
53
– –
-4,550
54
– –
-1,132
55
– –
-4,300
56
– –
-1,950
57
– –
-4,049
1 2
3