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
$1.07B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$3.94M
3
+$2.81M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.14M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.92M

Top Sells

1
+$20M
2
+$7.53M
3
+$3.95M
4
CVX icon
Chevron
CVX
+$2.01M
5
FTNT icon
Fortinet
FTNT
+$1.79M

Sector Composition

1 Technology 22.44%
2 Healthcare 18.71%
3 Financials 10.93%
4 Consumer Discretionary 8.64%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$32K ﹤0.01%
+188
277
$32K ﹤0.01%
+834
278
$32K ﹤0.01%
+450
279
$31K ﹤0.01%
+300
280
$31K ﹤0.01%
+1,086
281
$31K ﹤0.01%
+125
282
$31K ﹤0.01%
146
-680
283
$29K ﹤0.01%
+286
284
$27K ﹤0.01%
425
-3,857
285
$26K ﹤0.01%
+113
286
$26K ﹤0.01%
+301
287
$23K ﹤0.01%
+143
288
$23K ﹤0.01%
+800
289
$22K ﹤0.01%
+277
290
$22K ﹤0.01%
+551
291
$22K ﹤0.01%
+326
292
$22K ﹤0.01%
+260
293
$20K ﹤0.01%
+1,000
294
$20K ﹤0.01%
+575
295
$20K ﹤0.01%
+125
296
$20K ﹤0.01%
+100
297
$19K ﹤0.01%
+74
298
$19K ﹤0.01%
+300
299
$19K ﹤0.01%
+182
300
$18K ﹤0.01%
+500
10 11
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