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
$1.11B
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$1.01M
3
+$369K
4
LPLA icon
LPL Financial
LPLA
+$278K
5
SNPS icon
Synopsys
SNPS
+$273K

Top Sells

1
+$17.6M
2
+$2.17M
3
+$2.05M
4
ORCL icon
Oracle
ORCL
+$1.95M
5
JBL icon
Jabil
JBL
+$1.58M

Sector Composition

1 Technology 29.28%
2 Healthcare 15.8%
3 Financials 10.29%
4 Consumer Discretionary 9.48%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32.2K ﹤0.01%
646
-1,475
227
$31.6K ﹤0.01%
550
-755
228
$31.4K ﹤0.01%
143
229
$30.9K ﹤0.01%
283
230
$30.3K ﹤0.01%
614
231
$29.8K ﹤0.01%
344
232
$29.6K ﹤0.01%
265
233
$29.4K ﹤0.01%
500
234
$28.8K ﹤0.01%
100
235
$28.5K ﹤0.01%
265
-1,461
236
$27K ﹤0.01%
717
-21
237
$26K ﹤0.01%
733
238
$24.6K ﹤0.01%
100
-13
239
$24.2K ﹤0.01%
100
240
$22.2K ﹤0.01%
150
241
$21.2K ﹤0.01%
94
-38
242
$21.1K ﹤0.01%
1,000
243
$21.1K ﹤0.01%
300
244
$20.9K ﹤0.01%
575
245
$20.8K ﹤0.01%
277
246
$20.7K ﹤0.01%
200
247
$20.5K ﹤0.01%
600
248
$20K ﹤0.01%
239
-1,237
249
$18.4K ﹤0.01%
407
250
$18.3K ﹤0.01%
105
8 9
10
11 12