VWM

Valley Wealth Managers Portfolio holdings

AUM $1.39B
1-Year Est. Return 21.49%
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$17.1M
3
+$16.3M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.92M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.89M

Top Sells

1
+$13.6M
2
+$11.9M
3
+$8.58M
4
VZ icon
Verizon
VZ
+$3.41M
5
BJ icon
BJs Wholesale Club
BJ
+$2.54M

Sector Composition

1 Technology 24.55%
2 Healthcare 18.55%
3 Consumer Discretionary 11.26%
4 Financials 9.49%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50.6K ﹤0.01%
500
-546
227
$50K ﹤0.01%
203
-567
228
$49.7K ﹤0.01%
1,500
-4,000
229
$49.3K ﹤0.01%
996
-5,028
230
$48.4K ﹤0.01%
588
231
$47K ﹤0.01%
671
232
$44.9K ﹤0.01%
982
233
$44.2K ﹤0.01%
1,013
-1,865
234
$44.1K ﹤0.01%
700
235
$43.9K ﹤0.01%
708
236
$43.4K ﹤0.01%
275
-118
237
$42.1K ﹤0.01%
248
238
$41K ﹤0.01%
250
239
$40.4K ﹤0.01%
203
-65
240
$38.6K ﹤0.01%
588
241
$38.4K ﹤0.01%
283
-143
242
$37.6K ﹤0.01%
2,704
243
$37.2K ﹤0.01%
245
244
$36.9K ﹤0.01%
2,520
-400
245
$35.5K ﹤0.01%
3,050
+2,800
246
$35.2K ﹤0.01%
152
+39
247
$35K ﹤0.01%
416
-266
248
$33.2K ﹤0.01%
442
-860
249
$32.7K ﹤0.01%
+2,190
250
$31.7K ﹤0.01%
445
-610
8 9
10
11 12