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Home > Institutional Investor > Viawealth, Llc > Profile

Instuitional Investor - Viawealth, Llc

Fund Profile
Filing Period:
Fund Name: Viawealth, Llc
Portfolio Value $145,466,854
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 14,830 $5,576,527 3.83%
2.
Proshares Tr
 53,004 $5,045,980 3.46%
3.
Graco Inc
 GGG 55,206 $4,789,663 3.29%
4.
Unitedhealth Group Inc
 UNH 8,462 $4,455,121 3.06%
5.
Nvidia Corp
 NVDA 8,061 $3,992,078 2.74%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)