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
$1.08B
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$17M
3
+$15M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.89M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.86M

Top Sells

1
+$13.4M
2
+$11.3M
3
+$10.1M
4
VZ icon
Verizon
VZ
+$3.26M
5
BJ icon
BJs Wholesale Club
BJ
+$2.78M

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
351
$214 ﹤0.01%
6
352
$197 ﹤0.01%
5
353
$159 ﹤0.01%
5
354
$135 ﹤0.01%
2
-3
355
$69 ﹤0.01%
1
-14
356
$60 ﹤0.01%
11
357
$44 ﹤0.01%
1
358
– –
-6
359
$25 ﹤0.01%
4
360
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-18
361
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0
362
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363
$11 ﹤0.01%
1
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-5
365
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366
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-1,500
373
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375
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-4
13 14
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16 17