VWMG

Virginia Wealth Management Group Portfolio holdings

AUM $171M
1-Year Est. Return 9.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.65%
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
+$3.08M
2
+$2.82M
3
+$2.13M
4
MSFT icon
Microsoft
MSFT
+$1.95M
5
WM icon
Waste Management
WM
+$1.94M

Top Sells

1
+$2.27M
2
+$2.1M
3
+$1.87M
4
SYY icon
Sysco
SYY
+$277K
5
MAA icon
Mid-America Apartment Communities
MAA
+$35.4K

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
1 2 3
4