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
$487M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$937K
3 +$322K
4
CVX icon
Chevron
CVX
+$306K
5
T icon
AT&T
T
+$236K

Top Sells

1 +$10.9M
2 +$3.72M
3 +$1.17M
4
COR icon
Cencora
COR
+$1.07M
5
VFC icon
VF Corp
VFC
+$766K

Sector Composition

1 Healthcare 21.39%
2 Technology 15.29%
3 Financials 12.9%
4 Consumer Staples 10.82%
5 Energy 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,871
102
-6,450
103
-6,038
104
-249,201