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
326
$3.23K ﹤0.01%
20
327
$3.11K ﹤0.01%
10
328
$2.95K ﹤0.01%
43
-171
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$2.68K ﹤0.01%
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$2.53K ﹤0.01%
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331
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$2.25K ﹤0.01%
50
333
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43
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334
$1.66K ﹤0.01%
20
335
$1.4K ﹤0.01%
+175
336
$1.36K ﹤0.01%
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337
$1.34K ﹤0.01%
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-20
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$1.07K ﹤0.01%
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-400
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$954 ﹤0.01%
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-11
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$711 ﹤0.01%
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$612 ﹤0.01%
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$310 ﹤0.01%
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$308 ﹤0.01%
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347
$283 ﹤0.01%
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348
$280 ﹤0.01%
5
349
$244 ﹤0.01%
4
350
$233 ﹤0.01%
50
12 13
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