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
251
$31.7K ﹤0.01%
500
252
$31.2K ﹤0.01%
125
253
$30.7K ﹤0.01%
500
254
$30.6K ﹤0.01%
265
-225
255
$30.4K ﹤0.01%
746
-88
256
$29.2K ﹤0.01%
747
257
$29.1K ﹤0.01%
300
258
$27.3K ﹤0.01%
738
259
$27K ﹤0.01%
143
260
$24.8K ﹤0.01%
800
-1,875
261
$24K ﹤0.01%
239
-1,194
262
$23.5K ﹤0.01%
116
263
$22.8K ﹤0.01%
100
264
$21.4K ﹤0.01%
300
-550
265
$20.8K ﹤0.01%
200
-125
266
$20.6K ﹤0.01%
500
267
$20.6K ﹤0.01%
1,000
268
$20.6K ﹤0.01%
277
269
$20.2K ﹤0.01%
300
270
$19.9K ﹤0.01%
575
271
$19.4K ﹤0.01%
143
-130
272
$18.9K ﹤0.01%
150
273
$18.7K ﹤0.01%
70
274
$18.1K ﹤0.01%
125
275
$18.1K ﹤0.01%
138
9 10
11
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