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PGWAX

Virtus Silvant Focused Growth Fund CL A
1W: -4.5% 1M: -10.0% 3M: -14.8% YTD: -13.8% 1Y: +8.9% 3Y: +80.0% 5Y: +67.0%
$89.79
-0.10 (-0.11%)
 
Weekly Expected Move ±2.7%
$81 $83 $86 $88 $90
ETF NASDAQ · AUM $1.8B
ETF-Level Metrics
AUM$1.8B
Holdings25
Top 10 Wt70.5%
Beta1.26
% Profitable100%
Coverage96%
Portfolio Valuation
P/E608.8
P/B270.4
P/S186.4
EV/EBITDA23.2
P/FCF829.9
PEG9.65
Profitability & Returns
Gross Margin59.7%
Net Margin30.6%
ROE50.6%
ROA25.0%
ROIC40.8%
Div Yield0.46%
Leverage & Liquidity
Debt/Equity0.38
Debt/Assets0.19
Net Debt/EBITDA0.0x
Interest Cov76.6x
Current Ratio1.43
Quick Ratio1.33
Growth (YoY)
Revenue+26.0%
Net Income+41.5%
EPS+51.1%
FCF+29.2%
EBITDA+35.5%
Rev CAGR 3Y+26.2%
Quality Scores
Piotroski F7.2
Altman Z30.37
IS Quality84.6
IS Overall72.6
IS Value37.9
Median P/E35.9

Sector Breakdown

8 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 12 57.4% 66.5
Consumer Cyclical 4 11.8% 28.1
Communication Services 2 8.2% 31.0
Healthcare 2 5.6% 48.4
Industrials 2 5.0% 31.4
Financial Services 1 4.2% 27.7
Utilities 1 2.5% 50.0
Basic Materials 1 1.7% 34.2

Smart Money Overlap

5 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
META Meta Platforms, Inc. 4.82% 4 Bullish 42 14 -3.2%
AVGO Broadcom Inc. 3.90% 4 Bullish 1 10 -2.2%
NFLX Netflix, Inc. 3.39% 4 Bullish 71 13 +3.2%
GEV GE Vernova Inc. 2.54% 4 Bullish 8 7 +2.9%
HON Honeywell International Inc. 1.18% 4 Bullish 11 3 -4.2%
Showing 25 of 25 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA Corp NVDA 16.86% $300.7M 1,611,801 35.9 $4.3T Technology
2 Microsoft Corp MSFT 12.95% $230.9M 445,763 23.3 $2.8T Technology
3 Apple Inc AAPL.NE 8.35% $148.9M 584,706 32.0 $5.1T Technology
4 Alphabet Inc GOOGL.SW 6.13% $109.4M 449,935 27.0 $2.9T Technology
5 Amazon.com Inc AMZN 5.59% $99.6M 453,639 28.9 $2.3T Consumer Cyclical
6 Meta Platforms Inc META 4.82% $85.9M 116,980 24.0 $1.4T Communication Services
7 Visa Inc V.BA 4.19% $74.7M 218,870 27.7 $811.1T Financial Services
8 Royal Caribbean Cruises Ltd 0I1W.L 3.90% $69.6M 215,108 17.4 $75.6B Consumer Cyclical
9 Broadcom Inc AVGO 3.90% $69.5M 210,568 59.7 $1.5T Technology
10 General Electric Co GEC.L 3.78% $67.5M 224,379 34.5 $259.9B Industrials
11 Eli Lilly & Co LLY 3.73% $66.5M 87,218 40.7 $884.0B Healthcare
12 Netflix Inc NFLX 3.39% $60.5M 50,461 38.0 $418.1B Communication Services
13 GE Vernova Inc GEV 2.54% $45.3M 73,746 50.0 $243.8B Utilities
14 Fair Isaac Corp FICO 2.16% $38.6M 25,763 39.3 $25.9B Technology
15 Intuitive Surgical Inc ISRG 1.91% $34.1M 76,220 56.2 $160.5B Healthcare
16 Palantir Technologies Inc PLTR 1.78% $31.7M 173,807 218.1 $340.2B Technology
17 Vulcan Materials Co VMC 1.75% $31.2M 101,305 34.2 $36.5B Basic Materials
18 Autodesk Inc ADSK 1.71% $30.5M 96,061 44.9 $50.5B Technology
19 MercadoLibre Inc MELI 1.23% $22.0M 9,419 43.6 $87.0B Consumer Cyclical
20 Honeywell International Inc HON 1.18% $21.0M 99,734 28.4 $145.9B Industrials
21 Salesforce Inc CRM.NE 1.15% $20.4M 86,254 23.5 $230.2B Technology
22 Las Vegas Sands Corp LVS 1.05% $18.8M 349,744 22.5 $36.7B Consumer Cyclical
23 ASML Holding NV ASML 0.88% $15.7M 16,225 46.7 $507.7B Technology
24 Workday Inc WDAY 0.86% $15.2M 63,347 49.9 $35.1B Technology
25 ARM Holdings PLC ARM 0.68% $12.1M 85,271 197.7 $158.4B Technology

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms