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
$699M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$13.1M
3
+$11.2M
4
LYB icon
LyondellBasell Industries
LYB
+$1.49M
5
VFC icon
VF Corp
VFC
+$1.39M

Top Sells

1
+$15.7M
2
+$11.1M
3
+$11M
4
DD icon
DuPont de Nemours
DD
+$1.57M
5
CAG icon
Conagra Brands
CAG
+$1.45M

Sector Composition

1 Financials 17.81%
2 Technology 17.63%
3 Healthcare 13.72%
4 Consumer Discretionary 10.13%
5 Consumer Staples 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
+20
252
$1K ﹤0.01%
+44
253
$1K ﹤0.01%
+26
254
$1K ﹤0.01%
+100
255
$1K ﹤0.01%
+24
256
$1K ﹤0.01%
+100
257
– –
-337,898
258
– –
-7,500
259
– –
-1,924
260
– –
-9,414
261
– –
-39,507
262
– –
-5,316
263
– –
-1,062
264
– –
-150
265
– –
-1,714
266
– –
-49,564
267
– –
-357
268
– –
-300
269
– –
-360
270
– –
-362,246
271
– –
-842
7 8 9 10
11