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
276
$8.81K ﹤0.01%
40
277
$8.74K ﹤0.01%
400
278
$8.61K ﹤0.01%
52
279
$8.53K ﹤0.01%
346
-96
280
$7.94K ﹤0.01%
113
281
$7.53K ﹤0.01%
258
-72
282
$6.67K ﹤0.01%
212
283
$6.1K ﹤0.01%
376
284
$5.98K ﹤0.01%
325
285
$5.83K ﹤0.01%
125
286
$5.36K ﹤0.01%
98
287
$5.16K ﹤0.01%
91
288
$4.74K ﹤0.01%
4
289
$4.73K ﹤0.01%
457
290
$4.56K ﹤0.01%
10
291
$4.52K ﹤0.01%
80
292
$4.28K ﹤0.01%
26
293
$4.25K ﹤0.01%
100
294
$3.96K ﹤0.01%
20
295
$3.78K ﹤0.01%
250
296
$3.32K ﹤0.01%
10
297
$3.25K ﹤0.01%
87
298
$3.07K ﹤0.01%
43
299
$2.46K ﹤0.01%
43
300
$2.32K ﹤0.01%
30
10 11
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