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
176
$152K 0.01%
3,092
-789
177
$151K 0.01%
5,100
178
$149K 0.01%
1,026
179
$149K 0.01%
780
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180
$149K 0.01%
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181
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182
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183
$137K 0.01%
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184
$136K 0.01%
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186
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2,004
-1,608
187
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1,912
188
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467
189
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1,500
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190
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191
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198
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199
$83.8K 0.01%
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200
$83.2K 0.01%
788
-2,149
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