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

Top Buys

1
+$16.5M
2
+$12M
3
+$4.87M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$4.27M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$2.56M

Top Sells

1
+$15.5M
2
+$8.52M
3
+$4.56M
4
DOX icon
Amdocs
DOX
+$3.45M
5
PGR icon
Progressive
PGR
+$3.18M

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
176
$281K 0.02%
454
-213
177
$271K 0.02%
2,993
-178
178
$253K 0.02%
9,677
179
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180
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182
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183
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184
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185
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186
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-196
187
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188
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1,133
-2,450
189
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28
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1,087
191
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2,147
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192
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193
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304
194
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-50
195
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196
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197
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546
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198
$76.2K 0.01%
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199
$76K 0.01%
1,639
200
$70.3K 0.01%
2,390
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8
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