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
326
$3.83K ﹤0.01%
43
327
$3.72K ﹤0.01%
+36
328
$3.6K ﹤0.01%
80
329
$3.5K ﹤0.01%
150
330
$3.49K ﹤0.01%
50
331
$3.47K ﹤0.01%
26
332
$3.35K ﹤0.01%
+41
333
$3.29K ﹤0.01%
30
334
$3.21K ﹤0.01%
86
-122,102
335
$3.16K ﹤0.01%
+81
336
$3.1K ﹤0.01%
50
337
$2.91K ﹤0.01%
102
-9
338
$2.91K ﹤0.01%
50
339
$2.78K ﹤0.01%
205
-18
340
$2.65K ﹤0.01%
250
-230
341
$2.53K ﹤0.01%
43
342
$2.44K ﹤0.01%
52
343
$2.38K ﹤0.01%
40
344
$2.35K ﹤0.01%
43
345
$2.27K ﹤0.01%
+7
346
$2.26K ﹤0.01%
+109
347
$2.02K ﹤0.01%
100
348
$1.86K ﹤0.01%
+49
349
$1.85K ﹤0.01%
175
350
$1.8K ﹤0.01%
10
-275
12 13
14
15 16