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
301
$6.37K ﹤0.01%
212
302
$6.32K ﹤0.01%
113
303
$6.27K ﹤0.01%
125
304
$6.07K ﹤0.01%
+186
305
$5.93K ﹤0.01%
+91
306
$5.84K ﹤0.01%
+252
307
$5.75K ﹤0.01%
+109
308
$5.7K ﹤0.01%
+181
309
$5.42K ﹤0.01%
98
310
$5.07K ﹤0.01%
4
311
$4.75K ﹤0.01%
325
312
$4.46K ﹤0.01%
80
313
$4.4K ﹤0.01%
10
314
$4.34K ﹤0.01%
+98
315
$4.32K ﹤0.01%
457
316
$4.13K ﹤0.01%
+39
317
$4.11K ﹤0.01%
91
318
$4.08K ﹤0.01%
40
-5,403
319
$4.07K ﹤0.01%
20
320
$3.98K ﹤0.01%
92
+5
321
$3.6K ﹤0.01%
+109
322
$3.53K ﹤0.01%
+176
323
$3.21K ﹤0.01%
43
324
$3.1K ﹤0.01%
250
325
$2.35K ﹤0.01%
30