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
$1B
AUM Growth
-$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.3M
3
+$13.5M
4
STT icon
State Street
STT
+$3.69M
5
TXN icon
Texas Instruments
TXN
+$3.56M

Top Sells

1
+$17.7M
2
+$13.5M
3
+$11.2M
4
BAC icon
Bank of America
BAC
+$3.39M
5
GLW icon
Corning
GLW
+$3.27M

Sector Composition

1 Technology 25.34%
2 Healthcare 18.53%
3 Financials 9.83%
4 Consumer Discretionary 9.21%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$43K ﹤0.01%
671
252
$41K ﹤0.01%
511
-301
253
$41K ﹤0.01%
750
254
$41K ﹤0.01%
+75
255
$39K ﹤0.01%
708
256
$39K ﹤0.01%
982
-70
257
$38K ﹤0.01%
248
+60
258
$38K ﹤0.01%
2,704
259
$36K ﹤0.01%
2,920
-3,980
260
$35K ﹤0.01%
250
261
$35K ﹤0.01%
500
262
$33K ﹤0.01%
245
263
$32K ﹤0.01%
273
264
$32K ﹤0.01%
500
265
$31K ﹤0.01%
+250
266
$30K ﹤0.01%
588
267
$29K ﹤0.01%
300
268
$29K ﹤0.01%
408
+250
269
$29K ﹤0.01%
+225
270
$29K ﹤0.01%
500
271
$28K ﹤0.01%
747
272
$28K ﹤0.01%
834
273
$27K ﹤0.01%
738
-198
274
$26K ﹤0.01%
325
+125
275
$26K ﹤0.01%
113
9 10
11
12 13