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
$1.35B
AUM Growth
+$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$12M
3
+$4.87M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$4.27M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$2.56M

Top Sells

1
+$15.5M
2
+$8.52M
3
+$4.56M
4
DOX icon
Amdocs
DOX
+$3.45M
5
PGR icon
Progressive
PGR
+$3.18M

Sector Composition

1 Technology 26.23%
2 Healthcare 11.7%
3 Financials 10.4%
4 Consumer Discretionary 6.14%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$26K ﹤0.01%
+232
252
$25.9K ﹤0.01%
750
+480
253
$25.8K ﹤0.01%
100
254
$25.7K ﹤0.01%
+600
255
$25.5K ﹤0.01%
+135
256
$25.2K ﹤0.01%
300
257
$24.8K ﹤0.01%
225
258
$24.7K ﹤0.01%
431
-183
259
$24.7K ﹤0.01%
242
+32
260
$24.4K ﹤0.01%
1,000
261
$23.5K ﹤0.01%
904
262
$23K ﹤0.01%
175
+75
263
$21.8K ﹤0.01%
386
264
$21.8K ﹤0.01%
+1,200
265
$21.5K ﹤0.01%
550
266
$20.5K ﹤0.01%
262
267
$18.8K ﹤0.01%
+392
268
$18.6K ﹤0.01%
364
269
$18.3K ﹤0.01%
+259
270
$18.2K ﹤0.01%
657
271
$18.2K ﹤0.01%
91
+1
272
$17.8K ﹤0.01%
80
273
$17.1K ﹤0.01%
157
274
$16.6K ﹤0.01%
328
275
$16.4K ﹤0.01%
169
-160,667
9 10
11
12 13