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
$1.08B
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$17.1M
3
+$16.3M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.92M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.89M

Top Sells

1
+$13.6M
2
+$11.9M
3
+$8.58M
4
VZ icon
Verizon
VZ
+$3.41M
5
BJ icon
BJs Wholesale Club
BJ
+$2.54M

Sector Composition

1 Technology 24.55%
2 Healthcare 18.55%
3 Consumer Discretionary 11.26%
4 Financials 9.49%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.25M 0.49%
39,177
-5,377
52
$5.14M 0.48%
41,049
-394
53
$5.12M 0.48%
20,650
-261
54
$5.07M 0.47%
33,421
-2,915
55
$5.06M 0.47%
26,963
-175
56
$4.99M 0.46%
10,249
-233
57
$4.97M 0.46%
27,494
-642
58
$4.75M 0.44%
61,202
+549
59
$4.75M 0.44%
65,582
-750
60
$4.66M 0.43%
14,768
-107
61
$4.63M 0.43%
50,949
-371
62
$4.63M 0.43%
17,572
-49
63
$4.61M 0.43%
142,157
+686
64
$4.48M 0.42%
18,506
-105
65
$4.42M 0.41%
61,444
-673
66
$4.39M 0.41%
31,171
-667
67
$4.34M 0.4%
24,983
+277
68
$4.31M 0.4%
52,696
+906
69
$4.23M 0.39%
86,377
+1,158
70
$4.2M 0.39%
54,813
+845
71
$4.1M 0.38%
226,922
-2,508
72
$4.07M 0.38%
66,349
+636
73
$4.01M 0.37%
217,904
-21,597
74
$3.97M 0.37%
24,014
+435
75
$3.86M 0.36%
39,184
+884
1 2
3
4 5