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
276
$14.4K ﹤0.01%
327
277
$14.3K ﹤0.01%
89
278
$14K ﹤0.01%
100
279
$13.7K ﹤0.01%
+98
280
$13K ﹤0.01%
+500
281
$12.4K ﹤0.01%
60
282
$12.3K ﹤0.01%
59
-35
283
$11.9K ﹤0.01%
+285
284
$11.8K ﹤0.01%
+504
285
$11.7K ﹤0.01%
+268
286
$11.3K ﹤0.01%
150
287
$10.4K ﹤0.01%
962
288
$10.1K ﹤0.01%
133
289
$9.99K ﹤0.01%
80
290
$9.31K ﹤0.01%
52
291
$9.25K ﹤0.01%
100
292
$9.02K ﹤0.01%
206
293
$8.82K ﹤0.01%
87
294
$8.33K ﹤0.01%
40
295
$8.29K ﹤0.01%
346
296
$8.24K ﹤0.01%
500
297
$7.75K ﹤0.01%
+41
298
$7.11K ﹤0.01%
100
-58
299
$6.92K ﹤0.01%
258
300
$6.43K ﹤0.01%
376
10 11
12
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