VWM

Valley Wealth Managers Portfolio holdings

AUM $1.51B
1-Year Est. Return 23.67%
This Quarter Est. Return
1 Year Est. Return
+23.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$20.6M
3
+$18.7M
4
STX icon
Seagate
STX
+$17.5M
5
PFE icon
Pfizer
PFE
+$6.14M

Top Sells

1
+$27M
2
+$18.2M
3
+$13.4M
4
AMKR icon
Amkor Technology
AMKR
+$13M
5
NEM icon
Newmont
NEM
+$12.4M

Sector Composition

1 Technology 22.75%
2 Healthcare 12.37%
3 Financials 10.15%
4 Consumer Discretionary 9.63%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30.2K ﹤0.01%
110
227
$30K ﹤0.01%
400
228
$29.8K ﹤0.01%
47
229
$28.9K ﹤0.01%
1,328
+2
230
$28.7K ﹤0.01%
250
-8
231
$27.7K ﹤0.01%
386
232
$27.4K ﹤0.01%
158
233
$26.7K ﹤0.01%
1,166
234
$25.9K ﹤0.01%
456
-1
235
$25.7K ﹤0.01%
135
-766
236
$24.5K ﹤0.01%
105
237
$24.4K ﹤0.01%
100
238
$24.1K ﹤0.01%
1,000
239
$24K ﹤0.01%
232
240
$23.2K ﹤0.01%
242
241
$22.6K ﹤0.01%
904
242
$22.4K ﹤0.01%
1,959
243
$22.1K ﹤0.01%
750
244
$21.6K ﹤0.01%
175
245
$20.1K ﹤0.01%
262
246
$19.7K ﹤0.01%
1,274
247
$19.1K ﹤0.01%
222
-687
248
$18.4K ﹤0.01%
100
249
$17.8K ﹤0.01%
226
-609
250
$17.2K ﹤0.01%
657
8 9
10
11 12