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
$1.28B
AUM Growth
+$82.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1 +$10.7M
2 +$6.75M
3 +$4.75M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.45M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.78M

Top Sells

1 +$15.2M
2 +$6.03M
3 +$5.5M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.76M
5
AEP icon
American Electric Power
AEP
+$3.19M

Sector Composition

1 Technology 26%
2 Healthcare 14.14%
3 Financials 10.1%
4 Consumer Discretionary 7.91%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$20K ﹤0.01%
262
252
$19.7K ﹤0.01%
105
253
$18.7K ﹤0.01%
904
-4
254
$18.1K ﹤0.01%
359
255
$18.1K ﹤0.01%
250
256
$18K ﹤0.01%
447
257
$16.5K ﹤0.01%
657
-57
258
$16.4K ﹤0.01%
407
259
$16.1K ﹤0.01%
90
+1
260
$15.5K ﹤0.01%
130
261
$15.4K ﹤0.01%
100
262
$15.4K ﹤0.01%
327
263
$14.9K ﹤0.01%
285
264
$14.6K ﹤0.01%
60
265
$10.9K ﹤0.01%
962
266
$10.8K ﹤0.01%
150
267
$10.8K ﹤0.01%
100
268
$10.7K ﹤0.01%
52
269
$10.5K ﹤0.01%
80
270
$9.55K ﹤0.01%
206
271
$9.52K ﹤0.01%
87
272
$9.47K ﹤0.01%
500
273
$9.31K ﹤0.01%
40
274
$8.6K ﹤0.01%
346
275
$8.14K ﹤0.01%
125