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
$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
376
$2K ﹤0.01%
43
377
$2K ﹤0.01%
38
378
$2K ﹤0.01%
43
-653
379
$2K ﹤0.01%
132
380
$2K ﹤0.01%
44
381
$2K ﹤0.01%
+6
382
$2K ﹤0.01%
11
383
$2K ﹤0.01%
34
384
$2K ﹤0.01%
+22
385
$2K ﹤0.01%
44
386
$1K ﹤0.01%
10
387
$1K ﹤0.01%
+48
388
$1K ﹤0.01%
100
389
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16
390
$1K ﹤0.01%
+12
391
$1K ﹤0.01%
+5
392
$1K ﹤0.01%
+20
393
$1K ﹤0.01%
19
394
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+25
395
$1K ﹤0.01%
+15
396
$1K ﹤0.01%
+5
397
$1K ﹤0.01%
+6
398
$1K ﹤0.01%
25
399
$1K ﹤0.01%
+26
400
$1K ﹤0.01%
37
14 15
16
17 18