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
351
$1.76K ﹤0.01%
44
352
$1.76K ﹤0.01%
+27
353
$1.72K ﹤0.01%
20
354
$1.71K ﹤0.01%
+193
355
$1.65K ﹤0.01%
20
356
$1.64K ﹤0.01%
10
357
$1.62K ﹤0.01%
221
+217
358
$1.47K ﹤0.01%
+108
359
$1.45K ﹤0.01%
+6
360
$1.39K ﹤0.01%
+54
361
$1.27K ﹤0.01%
+33
362
$1.21K ﹤0.01%
50
363
$1.17K ﹤0.01%
+19
364
$1.1K ﹤0.01%
+95
365
$1.09K ﹤0.01%
+23
366
$1.08K ﹤0.01%
85
367
$1.04K ﹤0.01%
+21
368
$1.03K ﹤0.01%
+13
369
$870 ﹤0.01%
23
370
$832 ﹤0.01%
28
+11
371
$700 ﹤0.01%
+7
372
$631 ﹤0.01%
+22
373
$512 ﹤0.01%
+36
374
$460 ﹤0.01%
20
375
$406 ﹤0.01%
20
13 14
15
16 17