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
$680M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$1.53M
3
+$1.45M
4
WMT icon
Walmart
WMT
+$927K
5
XOM icon
Exxon Mobil
XOM
+$780K

Top Sells

1
+$16.6M
2
+$1.34M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.19M
5
INGR icon
Ingredion
INGR
+$1.17M

Sector Composition

1 Technology 18.09%
2 Financials 15.94%
3 Healthcare 14.3%
4 Consumer Discretionary 10.59%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-9,826
227
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228
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-28,755
229
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230
– –
-28
231
– –
-1,974
232
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-470
233
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-100
234
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-3
235
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-7
6 7 8 9
10