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
76
$3.76M 0.3%
60,289
+3,180
77
$3.75M 0.3%
201,751
+31,201
78
$3.68M 0.3%
34,024
-665
79
$3.67M 0.29%
43,670
+1,107
80
$3.66M 0.29%
+48,929
81
$3.63M 0.29%
120,547
-3,224
82
$3.63M 0.29%
27,149
-116
83
$3.61M 0.29%
10,159
-40,845
84
$3.54M 0.28%
223,129
+558
85
$3.47M 0.28%
46,534
+1,402
86
$3.4M 0.27%
1,638
-90
87
$3.3M 0.26%
6,923
+403
88
$3.26M 0.26%
35,384
-204
89
$3.2M 0.26%
55,357
+1,561
90
$3.19M 0.26%
14,631
+168
91
$3M 0.24%
80,586
-7,679
92
$2.96M 0.24%
19,667
+407
93
$2.85M 0.23%
19,371
+807
94
$2.82M 0.23%
36,025
+1,580
95
$2.76M 0.22%
12,426
96
$2.56M 0.21%
26,895
+215
97
$2.55M 0.2%
9,062
+101
98
$2.54M 0.2%
5,538
-17
99
$2.52M 0.2%
32,153
+404
100
$2.29M 0.18%
13,740
+700
2 3
4
5 6