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
$1.07B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$3.94M
3
+$2.81M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.14M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.92M

Top Sells

1
+$20M
2
+$7.53M
3
+$3.95M
4
CVX icon
Chevron
CVX
+$2.01M
5
FTNT icon
Fortinet
FTNT
+$1.79M

Sector Composition

1 Technology 22.44%
2 Healthcare 18.71%
3 Financials 10.93%
4 Consumer Discretionary 8.64%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
+67
352
$6K ﹤0.01%
+114
353
$6K ﹤0.01%
+100
354
$5K ﹤0.01%
+22
355
$5K ﹤0.01%
+86
356
$5K ﹤0.01%
+400
357
$5K ﹤0.01%
+244
358
$4K ﹤0.01%
+80
359
$4K ﹤0.01%
+52
360
$4K ﹤0.01%
+20
361
$4K ﹤0.01%
+80
362
$4K ﹤0.01%
+40
363
$4K ﹤0.01%
+200
364
$4K ﹤0.01%
+50
365
$3K ﹤0.01%
+14
366
$3K ﹤0.01%
+68
367
$3K ﹤0.01%
+36
368
$3K ﹤0.01%
+250
369
$3K ﹤0.01%
+15
370
$3K ﹤0.01%
+44
371
$3K ﹤0.01%
+11
372
$3K ﹤0.01%
+26
373
$3K ﹤0.01%
+4
374
$3K ﹤0.01%
+87
375
$3K ﹤0.01%
+167
13 14
15
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