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
$1.11B
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$1.01M
3
+$369K
4
LPLA icon
LPL Financial
LPLA
+$278K
5
SNPS icon
Synopsys
SNPS
+$273K

Top Sells

1
+$17.6M
2
+$2.17M
3
+$2.05M
4
ORCL icon
Oracle
ORCL
+$1.95M
5
JBL icon
Jabil
JBL
+$1.58M

Sector Composition

1 Technology 29.28%
2 Healthcare 15.8%
3 Financials 10.29%
4 Consumer Discretionary 9.48%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18.2K ﹤0.01%
250
-150
252
$18.1K ﹤0.01%
224
253
$17.5K ﹤0.01%
138
254
$16.9K ﹤0.01%
904
255
$16.8K ﹤0.01%
575
-603,777
256
$16.7K ﹤0.01%
175
257
$15.6K ﹤0.01%
657
258
$15.5K ﹤0.01%
125
259
$15.1K ﹤0.01%
327
260
$14.8K ﹤0.01%
100
261
$14.7K ﹤0.01%
89
-4
262
$14.7K ﹤0.01%
+146
263
$12.3K ﹤0.01%
60
264
$12.2K ﹤0.01%
158
265
$12.1K ﹤0.01%
962
266
$11.5K ﹤0.01%
100
267
$11.3K ﹤0.01%
150
268
$11.1K ﹤0.01%
133
-49
269
$11.1K ﹤0.01%
80
270
$10.2K ﹤0.01%
50
271
$9.47K ﹤0.01%
206
272
$9.4K ﹤0.01%
22
273
$9.29K ﹤0.01%
250
274
$9.03K ﹤0.01%
87
275
$9K ﹤0.01%
500
9 10
11
12 13