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
151
$239K 0.02%
633
-58
152
$237K 0.02%
789
-66
153
$234K 0.02%
2,434
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155
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156
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3,016
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159
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166
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172
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173
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174
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3,333
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175
$153K 0.01%
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