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
101
$2.12M 0.17%
42,828
-2,017
102
$1.62M 0.13%
28,670
103
$1.49M 0.12%
6,110
+134
104
$1.27M 0.1%
8,223
-1,983
105
$1.18M 0.09%
11,293
-534
106
$1.16M 0.09%
2,318
-20
107
$1.12M 0.09%
6,449
+397
108
$1.04M 0.08%
75,837
-10,420
109
$923K 0.07%
6,380
110
$916K 0.07%
2,854
-6
111
$914K 0.07%
6,499
+238
112
$889K 0.07%
5,652
+238
113
$881K 0.07%
17,117
-150
114
$762K 0.06%
8,994
+708
115
$751K 0.06%
2,907
116
$711K 0.06%
3,768
117
$706K 0.06%
4,084
-575
118
$697K 0.06%
2,828
+125
119
$681K 0.05%
4,834
-1,774
120
$649K 0.05%
6,978
-75
121
$646K 0.05%
1,138
122
$614K 0.05%
3,253
-40
123
$602K 0.05%
4,653
-25
124
$584K 0.05%
3,499
-100
125
$563K 0.05%
4,339
+324
3 4
5
6 7