VWM

Valley Wealth Managers Portfolio holdings

AUM $1.56B
1-Year Est. Return 25.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$989K
3
+$289K
4
LPLA icon
LPL Financial
LPLA
+$256K
5
SNPS icon
Synopsys
SNPS
+$253K

Top Sells

1
+$17.8M
2
+$1.89M
3
+$1.79M
4
ORCL icon
Oracle
ORCL
+$1.69M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.44M

Sector Composition

1 Technology 29.28%
2 Healthcare 15.8%
3 Financials 10.29%
4 Consumer Discretionary 9.48%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-150
377
– –
-1
378
– –
-44
379
– –
-1
12 13 14 15
16