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VictoryShares US Small Mid Cap Value Momentum (USVM) ETF Holdings & Analysis
ETFOther
What USVM does
The fund endeavors to replicate the investment outcomes of the Nasdaq Victory US Small Mid Cap Value Momentum Index, excluding any deductions for operational fees and expenses. This benchmark index strategically targets equity securities issued by small and mid-cap companies. These selected firms are characterized by their pronounced value and momentum attributes. Furthermore, the index aims to balance moderate portfolio turnover with reduced price volatility when juxtaposed against more conventional capitalization-weighted indexes.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| PINNACLE WEST CAPITAL | 0.75% | |
| ONE GAS INC | 0.75% | |
| GREIF INC. - CL A | 0.71% | |
| SOUTHWEST GAS HOLDINGS IN | 0.70% | |
| BROADSTONE NET LEASE INC | 0.70% | |
| NEW JERSEY RESOURCES CORP | 0.68% | |
| SPIRE INC | 0.68% | |
| ELLINGTON FINANCIAL INC | 0.66% | |
| PORTLAND GENERAL ELECTRIC | 0.66% | |
| ESSENT GROUP LTD | 0.64% |
Sector allocation
| Basic Materials | 1.60% |
| Cash & Others | 0.00% |
| Communication Services | 2.91% |
| Consumer Cyclical | 12.43% |
| Consumer Defensive | 3.74% |
| Energy | 6.08% |
| Financial Services | 24.98% |
| Healthcare | 12.74% |
| Industrials | 10.47% |
| Real Estate | 9.45% |
| Technology | 8.39% |
Geographic allocation
| Other | 0.21% |
| United States | 93.59% |
| Ireland | 0.85% |
| Bermuda | 4.20% |
| Puerto Rico | 0.53% |
| United Kingdom | 0.62% |
PortView Portfolio Insights
PortView analyzes how USVM fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does USVM track?
- USVM is the VictoryShares US Small Mid Cap Value Momentum ETF, a Other ETF.
- What is the expense ratio of USVM?
- Expense ratio data for USVM is shown on the page when available from our data provider.
- What are the largest holdings in USVM?
- Top holdings include PNW, OGS, GEF, SWX, BNL.
- How can PortView analyze USVM overlap with other ETFs?
- PortView computes the holdings overlap between USVM and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.