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
$144M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.38M
3
+$785K
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$753K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$752K

Top Sells

1
+$2.15M
2
+$1.44M
3
+$1.03M
4
INTC icon
Intel
INTC
+$915K
5
SLV icon
iShares Silver Trust
SLV
+$911K

Sector Composition

1 Financials 17.45%
2 Consumer Staples 12.74%
3 Technology 10.77%
4 Healthcare 10.02%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K 0.14%
1,675
-260
77
$89.3K 0.06%
4,333
78
– –
-50,700
79
– –
-85,765
1 2 3
4