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
$1.35B
AUM Growth
+$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.3M
3
+$4.77M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$4.14M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$2.45M

Top Sells

1
+$14.7M
2
+$11.1M
3
+$4.31M
4
DOX icon
Amdocs
DOX
+$3.32M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$2.98M

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
401
$32 ﹤0.01%
1
-96
402
$14 ﹤0.01%
+1
403
$13 ﹤0.01%
1
404
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0
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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0
425
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-600
15 16
17
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