VWM
Valley Wealth Managers Portfolio holdings
AUM
$1.39B
1-Year Return
21.49%
This Quarter Return
-2.3%
1 Year Return
+21.49%
3 Year Return
+69.37%
5 Year Return
+137.35%
10 Year Return
+289.53%
AUM
$1.2B
AUM Growth
+$86.3M
(+7.8%)
Cap. Flow
+$120M
Cap. Flow
% of AUM
9.98%
Top 10 Holdings %
Top 10 Hldgs %
22.89%
Holding
406
New
52
Increased
60
Reduced
122
Closed
22
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$32M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$17.7M |
| 3 |
Vanguard Value ETF
VTV
|
$15.4M |
| 4 |
PayPal
PYPL
|
$14.8M |
| 5 |
iShares Semiconductor ETF
SOXX
|
$8.43M |
Top Sells
| 1 |
TRTN
Triton International Limited
TRTN
|
$19M |
| 2 |
Dell
DELL
|
$4.41M |
| 3 |
National Fuel Gas
NFG
|
$3.7M |
| 4 |
Jabil
JBL
|
$3.38M |
| 5 |
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% |
