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
$1.07B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Sells

1 +$20M
2 +$7.53M
3 +$3.95M
4
CVX icon
Chevron
CVX
+$2.01M
5
FTNT icon
Fortinet
FTNT
+$1.79M

Sector Composition

1 Technology 22.44%
2 Healthcare 18.71%
3 Financials 10.93%
4 Consumer Discretionary 8.64%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$11K ﹤0.01%
+295
327
$10K ﹤0.01%
+60
328
$10K ﹤0.01%
+330
329
$10K ﹤0.01%
+822
330
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+20
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$10K ﹤0.01%
+512
332
$9K ﹤0.01%
+125
333
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+98
334
$9K ﹤0.01%
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335
$8K ﹤0.01%
+500
336
$8K ﹤0.01%
+322
337
$8K ﹤0.01%
+400
338
$8K ﹤0.01%
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$8K ﹤0.01%
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340
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341
$8K ﹤0.01%
+400
342
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+500
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345
$7K ﹤0.01%
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346
$7K ﹤0.01%
+144
347
$7K ﹤0.01%
+48
348
$7K ﹤0.01%
+100
349
$7K ﹤0.01%
+22
350
$7K ﹤0.01%
+212