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
276
$1.35K ﹤0.01%
+40
277
$1.14K ﹤0.01%
43
278
$1.05K ﹤0.01%
22
279
$710 ﹤0.01%
23
280
$526 ﹤0.01%
2,632
281
$376 ﹤0.01%
7
+2
282
$229 ﹤0.01%
20
283
$220 ﹤0.01%
298
284
$156 ﹤0.01%
2
285
$129 ﹤0.01%
17
-68
286
$125 ﹤0.01%
7
287
$104 ﹤0.01%
5
-11
288
$98 ﹤0.01%
1
289
$96 ﹤0.01%
1
290
– –
0
291
$59 ﹤0.01%
1
-455
292
$57 ﹤0.01%
+1
293
– –
0
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$37 ﹤0.01%
1
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$28 ﹤0.01%
1
296
$22 ﹤0.01%
1
297
$18 ﹤0.01%
4
-217
298
– –
0
299
– –
0
300
$12 ﹤0.01%
1
10 11
12
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