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
301
$4.17K ﹤0.01%
80
302
$4.07K ﹤0.01%
67
303
$4.01K ﹤0.01%
36
304
$3.98K ﹤0.01%
173
305
$3.31K ﹤0.01%
+125
306
$3.25K ﹤0.01%
50
307
$3.21K ﹤0.01%
43
308
$2.98K ﹤0.01%
36
309
$2.93K ﹤0.01%
81
310
$2.75K ﹤0.01%
50
311
$2.71K ﹤0.01%
43
312
$2.67K ﹤0.01%
64
313
$2.63K ﹤0.01%
41
314
$2.58K ﹤0.01%
7
315
$2.51K ﹤0.01%
250
316
$2.41K ﹤0.01%
35
317
$2K ﹤0.01%
10
318
$1.86K ﹤0.01%
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319
$1.83K ﹤0.01%
27
320
$1.81K ﹤0.01%
44
321
$1.78K ﹤0.01%
193
322
$1.73K ﹤0.01%
108
323
$1.68K ﹤0.01%
49
324
$1.65K ﹤0.01%
20
325
$1.64K ﹤0.01%
30
11 12
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