VWM

Valley Wealth Managers Portfolio holdings

AUM $1.51B
1-Year Est. Return 23.67%
This Quarter Est. Return
1 Year Est. Return
+23.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.3M
3
+$10.6M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$6.97M
5
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$4.21M

Top Sells

1
+$15.9M
2
+$15.8M
3
+$14.2M
4
CVS icon
CVS Health
CVS
+$12.6M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$9.17M

Sector Composition

1 Technology 26.61%
2 Healthcare 12.2%
3 Financials 9.93%
4 Communication Services 5.96%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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402
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403
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404
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405
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406
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407
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408
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409
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410
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0
411
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