VWM

Valley Wealth Managers Portfolio holdings

AUM $1.56B
1-Year Est. Return 25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$18.9M
3
+$12.5M
4
LRGG
Nomura Focused Large Growth ETF
LRGG
+$6.79M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.17M

Top Sells

1
+$18.5M
2
+$13M
3
+$12.7M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$8.59M
5
NFG icon
National Fuel Gas
NFG
+$5.75M

Sector Composition

1 Technology 25.3%
2 Financials 12.45%
3 Consumer Discretionary 9.81%
4 Healthcare 9.48%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22.4K ﹤0.01%
510
+66
227
$20K ﹤0.01%
90
-15
228
$18.5K ﹤0.01%
392
+328
229
$18.5K ﹤0.01%
452
230
$17K ﹤0.01%
87
-4
231
$16.3K ﹤0.01%
100
232
$15.4K ﹤0.01%
371
+53
233
$14.9K ﹤0.01%
+111
234
$14.1K ﹤0.01%
182
-80
235
$13K ﹤0.01%
500
236
$12.6K ﹤0.01%
52
237
$12K ﹤0.01%
62
-148
238
$11.9K ﹤0.01%
100
-75
239
$11.9K ﹤0.01%
237
-35
240
$11.9K ﹤0.01%
80
241
$11.4K ﹤0.01%
87
242
$11.3K ﹤0.01%
230
-53
243
$11.1K ﹤0.01%
57
-78
244
$11.1K ﹤0.01%
+160
245
$10.8K ﹤0.01%
+1,000
246
$10.5K ﹤0.01%
4
247
$10.2K ﹤0.01%
150
248
$10.1K ﹤0.01%
200
-28
249
$9.94K ﹤0.01%
63
250
$9.93K ﹤0.01%
95
-24
8 9
10
11 12