VWMG
Virginia Wealth Management Group Portfolio holdings
AUM
$174M
1-Year Est. Return
7.95%
1 Year Est. Return
+7.95%
AUM
$165M
AUM Growth
+$2.68M
(+1.7%)
Holding
51
Top Buys
| 1 | +$1.88M | |
| 2 | +$316K | |
| 3 | +$218K | |
| 4 |
ARTY
iShares Future AI & Tech ETF
ARTY
|
+$205K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$202K |
Top Sells
| 1 | +$2.42M | |
| 2 | +$362K | |
| 3 | +$54.3K | |
| 4 |
Emerson Electric
EMR
|
+$51.3K |
| 5 |
Aflac
AFL
|
+$47.6K |
Sector Composition
| 1 | Financials | 21.42% |
| 2 | Technology | 13.04% |
| 3 | Consumer Staples | 12.53% |
| 4 | Energy | 7.87% |
| 5 | Utilities | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
United Parcel Service
UPS
$73.8B
| – | – |
-21,985
|
|