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
$1.2B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$17.7M
3
+$15.4M
4
PYPL icon
PayPal
PYPL
+$14.8M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$8.43M

Top Sells

1
+$19M
2
+$4.41M
3
+$3.7M
4
JBL icon
Jabil
JBL
+$3.38M
5
AVGO icon
Broadcom
AVGO
+$3.21M

Sector Composition

1 Technology 24.67%
2 Healthcare 14.26%
3 Financials 10.88%
4 Consumer Discretionary 7.49%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42.6K ﹤0.01%
525
-410
227
$41.1K ﹤0.01%
1,500
228
$40.2K ﹤0.01%
2,407
229
$39.7K ﹤0.01%
387
-293
230
$39.4K ﹤0.01%
668
231
$38.6K ﹤0.01%
400
-1,000
232
$34.4K ﹤0.01%
600
233
$33.8K ﹤0.01%
275
234
$32.6K ﹤0.01%
143
235
$32.2K ﹤0.01%
646
236
$31.7K ﹤0.01%
161
237
$31.5K ﹤0.01%
283
238
$31.5K ﹤0.01%
350
-38
239
$30.8K ﹤0.01%
145
-175
240
$29.9K ﹤0.01%
250
-72
241
$29.6K ﹤0.01%
+1,129
242
$29.2K ﹤0.01%
614
243
$28K ﹤0.01%
1,500
244
$26.9K ﹤0.01%
344
245
$26.5K ﹤0.01%
100
-410
246
$25.8K ﹤0.01%
249
-16
247
$25.1K ﹤0.01%
100
248
$24.7K ﹤0.01%
733
249
$24.4K ﹤0.01%
717
250
$24.3K ﹤0.01%
395
-153
8 9
10
11 12