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
376
$3K ﹤0.01%
+18
377
$3K ﹤0.01%
+41
378
$2K ﹤0.01%
+88
379
$2K ﹤0.01%
+8
380
$2K ﹤0.01%
+81
381
$2K ﹤0.01%
+43
382
$2K ﹤0.01%
+94
383
$2K ﹤0.01%
+38
384
$2K ﹤0.01%
+132
385
$2K ﹤0.01%
+34
386
$2K ﹤0.01%
+20
387
$2K ﹤0.01%
+34
388
$2K ﹤0.01%
+22
389
$2K ﹤0.01%
+26
390
$2K ﹤0.01%
+76
391
$2K ﹤0.01%
+29
392
$2K ﹤0.01%
+49
393
$2K ﹤0.01%
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394
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+20
395
$2K ﹤0.01%
+77
396
$2K ﹤0.01%
+44
397
$2K ﹤0.01%
+100
398
$1K ﹤0.01%
+14
399
$1K ﹤0.01%
+17
400
$1K ﹤0.01%
+21
14 15
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