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
$1.25B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$3.66M
3
+$3.05M
4
VZ icon
Verizon
VZ
+$675K
5
TMUS icon
T-Mobile US
TMUS
+$640K

Top Sells

1
+$25.9M
2
+$14.5M
3
+$4.24M
4
CAH icon
Cardinal Health
CAH
+$3.15M
5
AVGO icon
Broadcom
AVGO
+$2.25M

Sector Composition

1 Technology 24.62%
2 Healthcare 16.21%
3 Financials 10.23%
4 Consumer Discretionary 10.2%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.88M 0.47%
43,432
+2,299
52
$5.79M 0.46%
37,827
-1,444
53
$5.73M 0.46%
32,998
-114
54
$5.37M 0.43%
29,359
-907
55
$5.21M 0.42%
56,682
-266
56
$5.06M 0.41%
43,979
+39
57
$4.92M 0.39%
130,603
-837
58
$4.9M 0.39%
22,861
+135
59
$4.83M 0.39%
108,664
-5,543
60
$4.79M 0.38%
62,555
+1,019
61
$4.54M 0.36%
17,850
+188
62
$4.4M 0.35%
97,246
-340
63
$4.39M 0.35%
16,389
-105
64
$4.39M 0.35%
65,100
+384
65
$4.32M 0.35%
64,737
-347
66
$4.3M 0.34%
51,350
-114
67
$4.27M 0.34%
20,477
-118
68
$4.2M 0.34%
79,266
+60
69
$4.13M 0.33%
174,742
+2,315
70
$4.12M 0.33%
29,379
-215
71
$4.1M 0.33%
51,051
+184
72
$4.04M 0.32%
25,860
-54
73
$3.88M 0.31%
66,354
-601
74
$3.87M 0.31%
61,870
+106
75
$3.8M 0.31%
52,389
+758
1 2
3
4 5