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
$1.34B
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$6.99M
3 +$3.08M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.76M
5
DOX icon
Amdocs
DOX
+$1.59M

Top Sells

1 +$6.91M
2 +$5.81M
3 +$5.16M
4
CVS icon
CVS Health
CVS
+$4.09M
5
PFE icon
Pfizer
PFE
+$3.69M

Sector Composition

1 Technology 28.11%
2 Financials 10.63%
3 Healthcare 9.73%
4 Consumer Discretionary 6.74%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$24.2K ﹤0.01%
750
252
$24.2K ﹤0.01%
232
253
$24.1K ﹤0.01%
1,000
254
$23.3K ﹤0.01%
446
+15
255
$22.5K ﹤0.01%
242
256
$22.3K ﹤0.01%
+1,959
257
$22.1K ﹤0.01%
100
258
$21.8K ﹤0.01%
118
-50
259
$21.8K ﹤0.01%
300
260
$21.4K ﹤0.01%
392
261
$19.9K ﹤0.01%
175
262
$19.6K ﹤0.01%
262
263
$19.1K ﹤0.01%
550
264
$18.2K ﹤0.01%
364
265
$18.2K ﹤0.01%
657
266
$18K ﹤0.01%
91
267
$17.7K ﹤0.01%
1,677
+627
268
$17K ﹤0.01%
259
269
$17K ﹤0.01%
80
270
$16.7K ﹤0.01%
157
271
$16.3K ﹤0.01%
328
272
$15.9K ﹤0.01%
+235
273
$15.2K ﹤0.01%
85
274
$14K ﹤0.01%
165
275
$13.9K ﹤0.01%
60