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
$1.2B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$17.7M
3
+$15.4M
4
PYPL icon
PayPal
PYPL
+$14.8M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$8.43M

Top Sells

1
+$19M
2
+$4.41M
3
+$3.7M
4
JBL icon
Jabil
JBL
+$3.38M
5
AVGO icon
Broadcom
AVGO
+$3.21M

Sector Composition

1 Technology 24.67%
2 Healthcare 14.26%
3 Financials 10.88%
4 Consumer Discretionary 7.49%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21.2K ﹤0.01%
775
-950
252
$21K ﹤0.01%
175
253
$20.9K ﹤0.01%
200
254
$20.4K ﹤0.01%
224
255
$20K ﹤0.01%
247
-2,149
256
$19.6K ﹤0.01%
100
257
$19.5K ﹤0.01%
150
258
$19.4K ﹤0.01%
1,000
259
$18.9K ﹤0.01%
262
-15
260
$18.8K ﹤0.01%
225
-125
261
$18.7K ﹤0.01%
239
262
$17.9K ﹤0.01%
+359
263
$17.4K ﹤0.01%
250
264
$17.3K ﹤0.01%
447
-5,461
265
$17.1K ﹤0.01%
407
266
$16.9K ﹤0.01%
138
267
$16.5K ﹤0.01%
908
+4
268
$16.1K ﹤0.01%
714
+57
269
$16K ﹤0.01%
300
-250
270
$15.7K ﹤0.01%
105
271
$15K ﹤0.01%
130
-135
272
$14.7K ﹤0.01%
+572
273
$14.6K ﹤0.01%
+430
274
$14.6K ﹤0.01%
+202
275
$14.4K ﹤0.01%
146
9 10
11
12 13