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
$680M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$1.53M
3
+$1.45M
4
WMT icon
Walmart
WMT
+$927K
5
XOM icon
Exxon Mobil
XOM
+$780K

Top Sells

1
+$16.6M
2
+$1.34M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.19M
5
INGR icon
Ingredion
INGR
+$1.17M

Sector Composition

1 Technology 18.09%
2 Financials 15.94%
3 Healthcare 14.3%
4 Consumer Discretionary 10.59%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.37%
39,961
+2,028
52
$2.16M 0.32%
20,679
+1,685
53
$2.11M 0.31%
16,005
+1,160
54
$1.98M 0.29%
25,058
+5,175
55
$1.92M 0.28%
24,348
+2,845
56
$1.87M 0.28%
34,316
+2,779
57
$1.86M 0.27%
44,539
+3,560
58
$1.76M 0.26%
54,927
+2,123
59
$1.7M 0.25%
31,462
+4,020
60
$1.69M 0.25%
26,379
+1,030
61
$1.66M 0.24%
52,269
+3,345
62
$1.58M 0.23%
19,412
+775
63
$1.54M 0.23%
30,250
+1,805
64
$1.53M 0.23%
13,401
+890
65
$1.53M 0.23%
157,638
-64,930
66
$1.53M 0.22%
+13,990
67
$1.51M 0.22%
23,844
-1,738
68
$1.49M 0.22%
28,275
+925
69
$1.49M 0.22%
37,508
+5,234
70
$1.47M 0.22%
20,476
+750
71
$1.47M 0.22%
20,250
+1,245
72
$1.45M 0.21%
+18,102
73
$1.45M 0.21%
39,507
+4,240
74
$1.44M 0.21%
6,013
+609
75
$1.43M 0.21%
20,250
+675
1 2
3
4 5