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
$134M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.85M
2 +$2.33M
3 +$1.88M
4
MMM icon
3M
MMM
+$1.79M
5
MSFT icon
Microsoft
MSFT
+$1.72M

Top Sells

1 +$2.27M
2 +$2.08M
3 +$1.71M
4
SYY icon
Sysco
SYY
+$236K
5
MAA icon
Mid-America Apartment Communities
MAA
+$31.9K

Sector Composition

1 Financials 16.18%
2 Consumer Staples 11.95%
3 Technology 11.69%
4 Healthcare 10.23%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-57,935