VWM
Valley Wealth Managers Portfolio holdings
AUM
$1.56B
1-Year Est. Return
25%
This Fund
S&P 500
1 Year Est. Return
+25%
AUM
$1.39B
AUM Growth
+$72.2M
(+5.5%)
Holding
393
Top Buys
| 1 | +$20M | |
| 2 | +$18.9M | |
| 3 | +$12.5M | |
| 4 |
LRGG
Nomura Focused Large Growth ETF
LRGG
|
+$6.79M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$4.17M |
Top Sells
| 1 | +$18.5M | |
| 2 | +$13M | |
| 3 | +$12.7M | |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$8.59M |
| 5 |
National Fuel Gas
NFG
|
+$5.75M |
Sector Composition
| 1 | Technology | 25.3% |
| 2 | Financials | 12.45% |
| 3 | Consumer Discretionary | 9.81% |
| 4 | Healthcare | 9.48% |
| 5 | Communication Services | 5.91% |