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
$892M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$17.8M
3
+$14.1M
4
HUBB icon
Hubbell
HUBB
+$9.47M
5
NEM icon
Newmont
NEM
+$9.07M

Top Sells

1
+$15.1M
2
+$13.5M
3
+$9.92M
4
XOM icon
Exxon Mobil
XOM
+$8.18M
5
TMUS icon
T-Mobile US
TMUS
+$7.99M

Sector Composition

1 Technology 22.37%
2 Healthcare 17.62%
3 Financials 10.25%
4 Communication Services 9.97%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.06M 0.46%
30,712
-765
52
$3.8M 0.43%
19,774
+300
53
$3.79M 0.42%
38,573
-4,726
54
$3.63M 0.41%
39,809
+1,979
55
$3.16M 0.35%
93,260
-9,880
56
$3.11M 0.35%
42,735
-1,805
57
$3.04M 0.34%
127,876
-2,337
58
$2.98M 0.33%
+32,713
59
$2.98M 0.33%
36,699
-2,010
60
$2.96M 0.33%
129,528
-1,540
61
$2.9M 0.32%
26,069
-1,070
62
$2.87M 0.32%
58,323
-5,687
63
$2.86M 0.32%
25,037
+109
64
$2.79M 0.31%
47,457
-1,032
65
$2.71M 0.3%
144,020
+1,630
66
$2.66M 0.3%
14,402
-124
67
$2.65M 0.3%
15,300
-860
68
$2.63M 0.3%
23,100
-1,628
69
$2.62M 0.29%
73,670
-1,820
70
$2.62M 0.29%
50,025
-1,022
71
$2.61M 0.29%
33,935
-3,380
72
$2.56M 0.29%
22,204
+121
73
$2.54M 0.29%
+57,315
74
$2.53M 0.28%
41,718
-4,190
75
$2.49M 0.28%
143,018
+4,811
1 2
3
4 5