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
$557M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$10.2M
2 +$9.93M
3 +$3.46M
4
CVX icon
Chevron
CVX
+$3.04M
5
SYF icon
Synchrony
SYF
+$2.7M

Sector Composition

1 Technology 18.39%
2 Healthcare 17.79%
3 Financials 16.22%
4 Consumer Staples 12.54%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-11,601
102
-421,965
103
-174,185