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
$1B
AUM Growth
-$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.3M
3
+$13.5M
4
STT icon
State Street
STT
+$3.69M
5
TXN icon
Texas Instruments
TXN
+$3.56M

Top Sells

1
+$17.7M
2
+$13.5M
3
+$11.2M
4
BAC icon
Bank of America
BAC
+$3.39M
5
GLW icon
Corning
GLW
+$3.27M

Sector Composition

1 Technology 25.34%
2 Healthcare 18.53%
3 Financials 9.83%
4 Consumer Discretionary 9.21%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
40
352
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50
353
$3K ﹤0.01%
10
-12
354
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36
355
$3K ﹤0.01%
250
356
$3K ﹤0.01%
4
357
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87
358
$3K ﹤0.01%
18
359
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43
-258
360
$3K ﹤0.01%
50
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361
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20
362
$2K ﹤0.01%
88
363
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8
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$2K ﹤0.01%
+13
365
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81
366
$2K ﹤0.01%
43
367
$2K ﹤0.01%
38
368
$2K ﹤0.01%
43
-653
369
$2K ﹤0.01%
132
370
$2K ﹤0.01%
44
371
$2K ﹤0.01%
+6
372
$2K ﹤0.01%
11
373
$2K ﹤0.01%
34
374
$2K ﹤0.01%
22
375
$2K ﹤0.01%
26
13 14
15
16 17