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
$699M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$13.1M
3
+$11.2M
4
LYB icon
LyondellBasell Industries
LYB
+$1.49M
5
VFC icon
VF Corp
VFC
+$1.39M

Top Sells

1
+$15.7M
2
+$11.1M
3
+$11M
4
DD icon
DuPont de Nemours
DD
+$1.57M
5
CAG icon
Conagra Brands
CAG
+$1.45M

Sector Composition

1 Financials 17.81%
2 Technology 17.63%
3 Healthcare 13.72%
4 Consumer Discretionary 10.13%
5 Consumer Staples 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
+23
227
$2K ﹤0.01%
459
+5
228
$2K ﹤0.01%
+45
229
$2K ﹤0.01%
+33
230
$2K ﹤0.01%
+82
231
$2K ﹤0.01%
+31
232
$2K ﹤0.01%
+300
233
$2K ﹤0.01%
+15
234
$2K ﹤0.01%
57
-4,793
235
$1K ﹤0.01%
40
236
$1K ﹤0.01%
+39
237
$1K ﹤0.01%
30
238
$1K ﹤0.01%
+1
239
$1K ﹤0.01%
+29
240
$1K ﹤0.01%
+76
241
$1K ﹤0.01%
+27
242
$1K ﹤0.01%
+50
243
$1K ﹤0.01%
50
244
$1K ﹤0.01%
+16
245
$1K ﹤0.01%
+23
246
$1K ﹤0.01%
+23
247
$1K ﹤0.01%
+36
248
$1K ﹤0.01%
100
249
$1K ﹤0.01%
19
250
$1K ﹤0.01%
+11
7 8 9
10
11