VWM

Valley Wealth Managers Portfolio holdings

AUM $1.51B
1-Year Est. Return 23.67%
This Quarter Est. Return
1 Year Est. Return
+23.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$20.6M
3
+$18.7M
4
STX icon
Seagate
STX
+$17.5M
5
PFE icon
Pfizer
PFE
+$6.14M

Top Sells

1
+$27M
2
+$18.2M
3
+$13.4M
4
AMKR icon
Amkor Technology
AMKR
+$13M
5
NEM icon
Newmont
NEM
+$12.4M

Sector Composition

1 Technology 22.75%
2 Healthcare 12.37%
3 Financials 10.15%
4 Consumer Discretionary 9.63%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.35K ﹤0.01%
450
277
$9.31K ﹤0.01%
54
278
$9.12K ﹤0.01%
141
279
$8.96K ﹤0.01%
165
280
$8.83K ﹤0.01%
220
281
$8.58K ﹤0.01%
172
282
$8.49K ﹤0.01%
212
283
$8.33K ﹤0.01%
893
284
$8.07K ﹤0.01%
30
285
$8.04K ﹤0.01%
163
-1,476
286
$7.84K ﹤0.01%
392
287
$7.8K ﹤0.01%
4
288
$6.37K ﹤0.01%
145
289
$6.31K ﹤0.01%
202
290
$6.21K ﹤0.01%
24
291
$6.1K ﹤0.01%
65
292
$5.93K ﹤0.01%
136
293
$5.42K ﹤0.01%
699
294
$5.36K ﹤0.01%
90
295
$5.29K ﹤0.01%
40
-50
296
$4.9K ﹤0.01%
56
297
$4.64K ﹤0.01%
94
298
$4.63K ﹤0.01%
20
299
$4.52K ﹤0.01%
291
300
$4.33K ﹤0.01%
26
10 11
12
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