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
$831M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$10.7M
3
+$2.99M
4
GAP
The Gap Inc
GAP
+$1.96M
5
AMGN icon
Amgen
AMGN
+$1.36M

Top Sells

1
+$13.4M
2
+$12.1M
3
+$2.44M
4
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$2.36M
5
MSFT icon
Microsoft
MSFT
+$2.17M

Sector Composition

1 Technology 17.94%
2 Financials 17.1%
3 Healthcare 15.76%
4 Consumer Discretionary 11.96%
5 Industrials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.49M 0.3%
35,674
+743
52
$2.44M 0.29%
8,258
-1,011
53
$2.31M 0.28%
78,683
+6,281
54
$2.3M 0.28%
19,186
+80
55
$2.3M 0.28%
11,674
-459
56
$2.05M 0.25%
38,118
-639
57
$1.96M 0.24%
+57,605
58
$1.93M 0.23%
56,167
+1,938
59
$1.92M 0.23%
18,329
-830
60
$1.92M 0.23%
37,327
-550
61
$1.89M 0.23%
27,155
-404
62
$1.88M 0.23%
13,859
-71
63
$1.88M 0.23%
5,840
-125
64
$1.87M 0.23%
16,267
-225
65
$1.86M 0.22%
25,980
+610
66
$1.84M 0.22%
45,004
-1,605
67
$1.83M 0.22%
87,342
-75
68
$1.83M 0.22%
89,395
-50
69
$1.77M 0.21%
33,830
+290
70
$1.74M 0.21%
14,567
+10
71
$1.72M 0.21%
153,040
+765
72
$1.71M 0.21%
23,228
-55
73
$1.69M 0.2%
20,057
+427
74
$1.69M 0.2%
20,091
+165
75
$1.68M 0.2%
31,657
+695
1 2
3
4 5