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
201
$67.5K 0.01%
835
-48
202
$65.9K ﹤0.01%
320
203
$63.8K ﹤0.01%
4,299
204
$63.5K ﹤0.01%
900
205
$62.1K ﹤0.01%
1,564
+64
206
$61.6K ﹤0.01%
+1,508
207
$61.4K ﹤0.01%
694
+693
208
$61.2K ﹤0.01%
514
209
$60.3K ﹤0.01%
751
-5,182
210
$60.3K ﹤0.01%
155
211
$58.4K ﹤0.01%
750
212
$56.3K ﹤0.01%
114
213
$55K ﹤0.01%
407
-766
214
$53.7K ﹤0.01%
283
215
$53.5K ﹤0.01%
300
216
$52.7K ﹤0.01%
217
-95
217
$49.4K ﹤0.01%
+47
218
$48.5K ﹤0.01%
245
219
$46.9K ﹤0.01%
258
220
$43.2K ﹤0.01%
180
221
$42.8K ﹤0.01%
391
222
$42.2K ﹤0.01%
401
+150
223
$42.1K ﹤0.01%
350
224
$41.6K ﹤0.01%
2,407
225
$40.4K ﹤0.01%
570
+35
7 8
9
10 11