VWM

Valley Wealth Managers Portfolio holdings

AUM $1.56B
1-Year Est. Return 25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$18.9M
3
+$12.5M
4
LRGG
Nomura Focused Large Growth ETF
LRGG
+$6.79M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.17M

Top Sells

1
+$18.5M
2
+$13M
3
+$12.7M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$8.59M
5
NFG icon
National Fuel Gas
NFG
+$5.75M

Sector Composition

1 Technology 25.3%
2 Financials 12.45%
3 Consumer Discretionary 9.81%
4 Healthcare 9.48%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9.82K ﹤0.01%
350
-307
252
$9.57K ﹤0.01%
30
253
$9.55K ﹤0.01%
206
-50
254
$9.08K ﹤0.01%
792
-677
255
$7.95K ﹤0.01%
212
256
$7.37K ﹤0.01%
163
257
$6.72K ﹤0.01%
24
258
$6.16K ﹤0.01%
+190
259
$6.1K ﹤0.01%
65
260
$5.76K ﹤0.01%
20
261
$5.56K ﹤0.01%
145
262
$4.37K ﹤0.01%
26
263
$3.79K ﹤0.01%
50
-92
264
$3.7K ﹤0.01%
341
+91
265
$3.58K ﹤0.01%
80
266
$3.21K ﹤0.01%
43
267
$3.03K ﹤0.01%
32
-210
268
$2.95K ﹤0.01%
103
269
$2.81K ﹤0.01%
9
-1,127
270
$2.72K ﹤0.01%
+14
271
$2.64K ﹤0.01%
50
272
$2.16K ﹤0.01%
30
273
$2.08K ﹤0.01%
26
-360
274
$1.52K ﹤0.01%
20
275
$1.44K ﹤0.01%
44
9 10
11
12 13