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
$1.08B
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$17.1M
3
+$16.3M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.92M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.89M

Top Sells

1
+$13.6M
2
+$11.9M
3
+$8.58M
4
VZ icon
Verizon
VZ
+$3.41M
5
BJ icon
BJs Wholesale Club
BJ
+$2.54M

Sector Composition

1 Technology 24.55%
2 Healthcare 18.55%
3 Consumer Discretionary 11.26%
4 Financials 9.49%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$17.5K ﹤0.01%
200
277
$17.2K ﹤0.01%
352
278
$15.5K ﹤0.01%
105
279
$15.2K ﹤0.01%
224
280
$15K ﹤0.01%
330
281
$15K ﹤0.01%
182
-126
282
$14.9K ﹤0.01%
327
283
$14.7K ﹤0.01%
92
284
$14.4K ﹤0.01%
657
285
$13.9K ﹤0.01%
150
-361
286
$12.9K ﹤0.01%
284
-19,136
287
$12.5K ﹤0.01%
+204
288
$12.4K ﹤0.01%
158
-250
289
$12.1K ﹤0.01%
187
+177
290
$11.9K ﹤0.01%
125
291
$11.2K ﹤0.01%
60
292
$10.9K ﹤0.01%
442
293
$10.7K ﹤0.01%
72
-343
294
$10.4K ﹤0.01%
50
295
$10.2K ﹤0.01%
1,081
-731
296
$10.2K ﹤0.01%
80
297
$10.2K ﹤0.01%
200
-1,225
298
$9.48K ﹤0.01%
330
299
$9.35K ﹤0.01%
822
300
$9.19K ﹤0.01%
400
10 11
12
13 14