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
$549M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$11M
3 +$1.72M
4
OXY icon
Occidental Petroleum
OXY
+$1.48M
5
CVX icon
Chevron
CVX
+$1.07M

Top Sells

1 +$15.3M
2 +$12.7M
3 +$11.9M
4
BAX icon
Baxter International
BAX
+$1.1M
5
AAP icon
Advance Auto Parts
AAP
+$1.05M

Sector Composition

1 Technology 18.21%
2 Healthcare 16.84%
3 Financials 16.62%
4 Consumer Staples 12%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,047
102
-1,508
103
-8,956
104
-1,983