VWM

Valley Wealth Managers Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$21.1M
3
+$20.4M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$8.55M
5
ACN icon
Accenture
ACN
+$5M

Top Sells

1
+$16.1M
2
+$12.6M
3
+$12.4M
4
CAG icon
Conagra Brands
CAG
+$11.3M
5
TGT icon
Target
TGT
+$8.78M

Sector Composition

1 Technology 27.31%
2 Financials 12.3%
3 Consumer Discretionary 9.17%
4 Healthcare 8.84%
5 Communication Services 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31.4K ﹤0.01%
+245
227
$31K ﹤0.01%
200
228
$30K ﹤0.01%
+179
229
$29.5K ﹤0.01%
1,331
230
$29.3K ﹤0.01%
+308
231
$28.8K ﹤0.01%
904
232
$28.3K ﹤0.01%
+619
233
$27.1K ﹤0.01%
1,000
234
$26.6K ﹤0.01%
750
235
$25.2K ﹤0.01%
76
+46
236
$22.9K ﹤0.01%
+252
237
$22.9K ﹤0.01%
510
238
$22.7K ﹤0.01%
+65
239
$21.2K ﹤0.01%
+171
240
$20.5K ﹤0.01%
311
-96
241
$20.2K ﹤0.01%
392
242
$19.7K ﹤0.01%
452
243
$19.3K ﹤0.01%
+105
244
$18.3K ﹤0.01%
87
245
$15.6K ﹤0.01%
371
246
$15.5K ﹤0.01%
792
247
$14.2K ﹤0.01%
182
248
$13.8K ﹤0.01%
+53
249
$13.5K ﹤0.01%
+276
250
$13.5K ﹤0.01%
100
8 9
10
11 12