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
$1.07B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$3.94M
3
+$2.81M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.14M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.92M

Top Sells

1
+$20M
2
+$7.53M
3
+$3.95M
4
CVX icon
Chevron
CVX
+$2.01M
5
FTNT icon
Fortinet
FTNT
+$1.79M

Sector Composition

1 Technology 22.44%
2 Healthcare 18.71%
3 Financials 10.93%
4 Consumer Discretionary 8.64%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$47K ﹤0.01%
+588
252
$47K ﹤0.01%
+671
253
$46K ﹤0.01%
+203
254
$44K ﹤0.01%
+407
255
$44K ﹤0.01%
+1,052
256
$44K ﹤0.01%
+388
257
$42K ﹤0.01%
+708
258
$42K ﹤0.01%
+263
259
$41K ﹤0.01%
+3,793
260
$41K ﹤0.01%
+700
261
$41K ﹤0.01%
+500
262
$40K ﹤0.01%
+500
263
$40K ﹤0.01%
+198
264
$39K ﹤0.01%
+2,704
265
$38K ﹤0.01%
+936
266
$37K ﹤0.01%
+250
267
$35K ﹤0.01%
+277
268
$35K ﹤0.01%
+245
269
$34K ﹤0.01%
+500
270
$34K ﹤0.01%
+350
271
$33K ﹤0.01%
+273
272
$33K ﹤0.01%
+588
273
$33K ﹤0.01%
+138
274
$32K ﹤0.01%
+747
275
$32K ﹤0.01%
+696
9 10
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