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
326
$2.28K ﹤0.01%
26
327
$2.22K ﹤0.01%
43
328
$2.2K ﹤0.01%
43
329
$2.03K ﹤0.01%
50
330
$1.51K ﹤0.01%
20
331
$1.5K ﹤0.01%
+5
332
$1.46K ﹤0.01%
175
333
$1.28K ﹤0.01%
44
334
$1.28K ﹤0.01%
50
335
$1.06K ﹤0.01%
26
336
$1.03K ﹤0.01%
10
337
$901 ﹤0.01%
23
338
$810 ﹤0.01%
18
339
$611 ﹤0.01%
+36
340
$561 ﹤0.01%
20
341
$485 ﹤0.01%
29
342
$425 ﹤0.01%
21
343
$363 ﹤0.01%
8
344
$332 ﹤0.01%
9
345
$302 ﹤0.01%
20
346
$280 ﹤0.01%
9
347
$271 ﹤0.01%
4
348
$256 ﹤0.01%
6
349
$243 ﹤0.01%
6
350
$198 ﹤0.01%
5
12 13
14
15 16