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
201
$83K 0.01%
+736
202
$81.9K 0.01%
1,109
-1,153
203
$81.7K 0.01%
1,750
-1,550
204
$81.4K 0.01%
4,821
205
$80.5K 0.01%
1,543
-164,478
206
$79.4K 0.01%
1,707
207
$76.7K 0.01%
650
-250
208
$74.6K 0.01%
2,150
-10
209
$71.7K 0.01%
350
-374
210
$67.8K 0.01%
4,299
211
$66.9K 0.01%
800
-40
212
$65K 0.01%
340
213
$64.5K 0.01%
475
-200
214
$64.4K 0.01%
250
215
$64K 0.01%
976
-1,011
216
$63.2K 0.01%
625
217
$60.7K 0.01%
438
218
$60.6K 0.01%
275
-15
219
$59.7K 0.01%
2,475
220
$55.8K 0.01%
900
221
$54.4K 0.01%
27
222
$53.1K ﹤0.01%
75
223
$51.3K ﹤0.01%
1,150
224
$50.9K ﹤0.01%
350
225
$50.9K ﹤0.01%
750
7 8
9
10 11