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

Top Buys

1
+$2.4M
2
+$1.37M
3
+$789K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$758K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$757K

Top Sells

1
+$2.15M
2
+$1.5M
3
+$1.09M
4
SLV icon
iShares Silver Trust
SLV
+$1.02M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$937K

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