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
$581M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.3M
3
+$4.63M
4
CVX icon
Chevron
CVX
+$3.93M
5
OXY icon
Occidental Petroleum
OXY
+$1.67M

Top Sells

1
+$12.8M
2
+$10.8M
3
+$2.93M
4
COR icon
Cencora
COR
+$1.8M
5
KR icon
Kroger
KR
+$1.63M

Sector Composition

1 Healthcare 18.66%
2 Technology 17.09%
3 Financials 14.14%
4 Consumer Staples 11.79%
5 Consumer Discretionary 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8K ﹤0.01%
1,983
102
– –
-20,215
103
– –
-4,464
104
– –
-27,276
105
– –
-43,260
106
– –
-1,300
107
– –
-23,125
108
– –
-155,710
109
– –
-7,000
110
– –
-15,085
1 2 3 4
5