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
76
$1.42M 0.21%
19,443
+1,582
77
$1.4M 0.21%
21,740
+2,055
78
$1.35M 0.2%
16,785
+1,295
79
$1.34M 0.2%
19,520
+2,390
80
$1.33M 0.2%
15,103
+1,369
81
$1.32M 0.19%
14,055
+915
82
$1.31M 0.19%
19,769
+2,125
83
$1.3M 0.19%
37,640
+4,070
84
$1.3M 0.19%
12,907
+485
85
$1.2M 0.18%
12,907
+1,550
86
$1.06M 0.16%
8,634
+1,039
87
$881K 0.13%
35,940
+6,515
88
$866K 0.13%
5,701
-81
89
$820K 0.12%
19,090
+4,708
90
$800K 0.12%
19,440
91
$795K 0.12%
6,180
+600
92
$762K 0.11%
18,375
+200
93
$747K 0.11%
11,369
+1,556
94
$710K 0.1%
3,964
95
$705K 0.1%
8,754
+1,060
96
$672K 0.1%
8,418
97
$591K 0.09%
23,115
+3,600
98
$562K 0.08%
6,586
+153
99
$556K 0.08%
8,301
+1,000
100
$549K 0.08%
6,138
-205
2 3
4
5 6