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
276
$14.1K ﹤0.01%
+220
277
$13.6K ﹤0.01%
271
278
$13.2K ﹤0.01%
60
279
$12.7K ﹤0.01%
+85
280
$12.6K ﹤0.01%
+131
281
$12.1K ﹤0.01%
256
+50
282
$11.9K ﹤0.01%
340
-733
283
$11.2K ﹤0.01%
52
284
$11.2K ﹤0.01%
80
285
$11.2K ﹤0.01%
87
286
$11.1K ﹤0.01%
177
+137
287
$11.1K ﹤0.01%
+165
288
$10.5K ﹤0.01%
63
289
$10.4K ﹤0.01%
100
290
$9.74K ﹤0.01%
218
-31
291
$9.69K ﹤0.01%
89
-21,463
292
$9.66K ﹤0.01%
500
293
$9.55K ﹤0.01%
90
+40
294
$9.48K ﹤0.01%
+220
295
$9.11K ﹤0.01%
+141
296
$8.74K ﹤0.01%
212
297
$8.68K ﹤0.01%
+54
298
$8.66K ﹤0.01%
1,050
+88
299
$8.57K ﹤0.01%
+893
300
$8.41K ﹤0.01%
+33
10 11
12
13 14