VWM

Valley Wealth Managers Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.47%
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
+$20.6M
2
+$4.41M
3
+$2.83M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.16M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.93M

Top Sells

1
+$19M
2
+$8.17M
3
+$3.93M
4
CVX icon
Chevron
CVX
+$2.3M
5
AAPL icon
Apple
AAPL
+$1.88M

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
426
$1K ﹤0.01%
+111
427
$1K ﹤0.01%
+8
428
$1K ﹤0.01%
+25
429
$1K ﹤0.01%
+20
430
$1K ﹤0.01%
+20
431
$0 ﹤0.01%
+11
432
$0 ﹤0.01%
+8
433
$0 ﹤0.01%
+4
434
$0 ﹤0.01%
+5
435
$0 ﹤0.01%
+9
436
$0 ﹤0.01%
+4
437
– –
0
438
– –
0
439
$0 ﹤0.01%
+6
440
$0 ﹤0.01%
+6
441
– –
0
442
$0 ﹤0.01%
+5
443
– –
0
444
$0 ﹤0.01%
+5
445
– –
0
446
$0 ﹤0.01%
+2
447
$0 ﹤0.01%
+11
448
$0 ﹤0.01%
+8
449
$0 ﹤0.01%
+100
14 15 16 17
18