VWM
Valley Wealth Managers Portfolio holdings
AUM
$1.51B
1-Year Est. Return
23.67%
1 Year Est. Return
+23.67%
AUM
$1.51B
AUM Growth
+$122M
(+8.8%)
Holding
335
Top Buys
| 1 | +$21.4M | |
| 2 | +$21.1M | |
| 3 | +$19.2M | |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$8.99M |
| 5 |
Accenture
ACN
|
+$4.73M |
Top Sells
| 1 | +$16.1M | |
| 2 | +$13.7M | |
| 3 | +$12.8M | |
| 4 |
Conagra Brands
CAG
|
+$11.3M |
| 5 |
Target
TGT
|
+$7.99M |
Sector Composition
| 1 | Technology | 27.31% |
| 2 | Financials | 12.3% |
| 3 | Consumer Discretionary | 9.17% |
| 4 | Healthcare | 8.84% |
| 5 | Communication Services | 7.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Shopify
SHOP
$210B
| – | – |
-2,150
|
|
||
327
Sony
SONY
$167B
| – | – |
-500
|
|
||
328
Spirit AeroSystems
SPR
$4.64B
| – | – |
0
|
|
||
329
Tractor Supply
TSCO
$28.6B
| – | – |
-50
|
|
||
330
Trade Desk
TTD
$19.4B
| – | – |
-30
|
|
||
331
UBS Group
UBS
$127B
| – | – |
-40
|
|
||
332
UnitedHealth
UNH
$300B
| – | – |
-9
|
|
||
333
Veeva Systems
VEEV
$39.8B
| – | – |
-20
|
|
||
|
WBA
334
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-1
|
|
||
335
Zoom
ZM
$26B
| – | – |
-2
|
|